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
251
$665K 0.06%
5,022
+157
252
$660K 0.06%
7,559
-255
253
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12,041
+316
254
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9,127
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255
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10,334
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256
$626K 0.05%
2,518
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257
$622K 0.05%
5,502
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258
$620K 0.05%
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259
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3,654
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260
$615K 0.05%
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-97
261
$609K 0.05%
24,872
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262
$599K 0.05%
12,320
263
$598K 0.05%
1,476
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264
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12,646
-185
265
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5,101
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266
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267
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5,243
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269
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270
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17,418
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271
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13,382
-8,254
272
$558K 0.05%
23,815
-7,194
273
$554K 0.05%
5,021
-556
274
$552K 0.05%
944
+15
275
$542K 0.05%
9,436
+3,486
9 10
11
12 13