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
276
$541K 0.05%
14,465
+739
277
$537K 0.05%
20,460
+4,438
278
$537K 0.05%
13,162
-155
279
$537K 0.05%
5,573
-619
280
$534K 0.05%
16,252
-827
281
$532K 0.04%
8,888
-577
282
$524K 0.04%
21,897
+195
283
$521K 0.04%
3,048
284
$521K 0.04%
1,893
-200
285
$520K 0.04%
5,321
+484
286
$520K 0.04%
11,435
-7,815
287
$508K 0.04%
10,284
+591
288
$502K 0.04%
16,295
-713
289
$500K 0.04%
15,548
+659
290
$493K 0.04%
5,940
-12,768
291
$493K 0.04%
17,581
+3,236
292
$491K 0.04%
6,400
+83
293
$484K 0.04%
2,268
+810
294
$478K 0.04%
2,422
-110
295
$477K 0.04%
10,660
-753
296
$474K 0.04%
17,697
-3,234
297
$473K 0.04%
1,796
-138
298
$472K 0.04%
13,488
+7,524
299
$465K 0.04%
1,657
+552
300
$465K 0.04%
5,548
-28,450
10 11
12
13 14