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
$1.19B
AUM Growth
+$63.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,760
New
Increased
Reduced
Closed

Top Buys

1
+$8.64M
2
+$8.58M
3
+$8.31M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$7.58M
5
HYDB icon
iShares High Yield Systematic Bond ETF
HYDB
+$4.99M

Top Sells

1
+$11.7M
2
+$10M
3
+$8.03M
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$7.16M
5
GNMA icon
iShares GNMA Bond ETF
GNMA
+$4.08M

Sector Composition

1 Technology 5.16%
2 Industrials 2.71%
3 Financials 2.54%
4 Healthcare 2.32%
5 Consumer Discretionary 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$773K 0.07%
2,949
+106
227
$770K 0.06%
3,797
+7
228
$752K 0.06%
2,863
+42
229
$749K 0.06%
2,171
-126
230
$737K 0.06%
18,205
+1,275
231
$735K 0.06%
8,828
+269
232
$724K 0.06%
3,794
+647
233
$717K 0.06%
6,240
+426
234
$715K 0.06%
7,819
+307
235
$711K 0.06%
7,747
+4,933
236
$708K 0.06%
27,561
+9,001
237
$704K 0.06%
8,456
+1,425
238
$704K 0.06%
1,874
-127
239
$695K 0.06%
9,684
+5,265
240
$694K 0.06%
87,452
+2,319
241
$693K 0.06%
8,849
-149,915
242
$690K 0.06%
6,500
-552
243
$683K 0.06%
7,219
-143
244
$681K 0.06%
90,156
-1,446
245
$680K 0.06%
8,124
+275
246
$674K 0.06%
106,175
+1,014
247
$672K 0.06%
3,805
+67
248
$672K 0.06%
4,094
-50
249
$670K 0.06%
7,395
+1,114
250
$670K 0.06%
14,425
-1,830
8 9
10
11 12