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CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$858M
AUM Growth
+$7.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,572
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.45M
3
+$3.11M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.92M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.74M

Top Sells

1
+$3.61M
2
+$2.11M
3
+$1.72M
4
K
Kellanova
K
+$1.1M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$724K

Sector Composition

1 Technology 4.31%
2 Industrials 2.32%
3 Consumer Discretionary 2.28%
4 Financials 2.01%
5 Healthcare 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
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-1,270
1552
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1553
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1554
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-4
1555
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1557
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0
1558
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-1,000
1559
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1561
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1562
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1563
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1564
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1565
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1566
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1567
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1568
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-200
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