CFD

Creative Financial Designs Portfolio holdings

AUM $1.39B
1-Year Est. Return 10.76%
This Quarter Est. Return
1 Year Est. Return
+10.76%
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
+$3.46M
2
+$3.44M
3
+$3.03M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.78M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.74M

Top Sells

1
+$3.45M
2
+$2.05M
3
+$1.64M
4
K icon
Kellanova
K
+$1.04M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$709K

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
201
$542K 0.06%
3,752
-118
202
$537K 0.06%
2,333
-16
203
$535K 0.06%
2,519
+1,254
204
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5,629
-512
205
$529K 0.06%
5,282
+292
206
$528K 0.06%
23,808
-418
207
$527K 0.06%
3,124
+135
208
$526K 0.06%
5,138
-124
209
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9,630
-190
210
$526K 0.06%
5,890
+83
211
$522K 0.06%
16,521
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212
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3,901
-222
213
$520K 0.06%
5,095
+2
214
$518K 0.06%
8,879
+532
215
$510K 0.06%
24,182
+11,684
216
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24,276
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217
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7,577
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218
$494K 0.06%
2,216
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219
$493K 0.06%
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220
$492K 0.06%
6,250
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221
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5,733
+198
222
$486K 0.06%
4,719
+252
223
$478K 0.06%
88,242
+5,804
224
$476K 0.06%
2,886
-24
225
$471K 0.06%
2,050
+1
7 8
9
10 11