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
301
$463K 0.04%
809
+45
302
$457K 0.04%
1,864
-264
303
$444K 0.04%
10,594
+852
304
$441K 0.04%
11,856
-517
305
$440K 0.04%
4,993
-162
306
$440K 0.04%
9,295
+8,730
307
$438K 0.04%
5,764
+222
308
$432K 0.04%
3,555
+8
309
$430K 0.04%
12,200
-12
310
$430K 0.04%
4,594
-117
311
$430K 0.04%
4,810
+4,265
312
$427K 0.04%
+7,838
313
$426K 0.04%
2,508
-40
314
$425K 0.04%
12,221
+1,999
315
$424K 0.04%
17,798
-291
316
$421K 0.04%
5,214
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317
$421K 0.04%
5,250
318
$418K 0.04%
2,408
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319
$418K 0.04%
10,154
-269
320
$409K 0.03%
13,228
+133
321
$406K 0.03%
14,291
+1,861
322
$405K 0.03%
15,432
+14,484
323
$401K 0.03%
7,737
-128
324
$397K 0.03%
8,837
-283
325
$396K 0.03%
17,168
-12,796
11 12
13
14 15