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
326
$393K 0.03%
5,630
+299
327
$392K 0.03%
20,404
-77
328
$391K 0.03%
1,429
+15
329
$391K 0.03%
10,880
330
$388K 0.03%
13,021
+7,640
331
$387K 0.03%
2,275
-106
332
$384K 0.03%
8,457
+3,115
333
$379K 0.03%
3,433
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334
$379K 0.03%
9,175
-3,306
335
$375K 0.03%
13,000
+4,770
336
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1,148
337
$364K 0.03%
2,052
+84
338
$363K 0.03%
5,942
+2,321
339
$358K 0.03%
724
+22
340
$349K 0.03%
916
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341
$347K 0.03%
772
342
$346K 0.03%
6,326
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343
$344K 0.03%
1,564
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344
$339K 0.03%
690
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345
$338K 0.03%
14,602
+602
346
$338K 0.03%
39,544
347
$335K 0.03%
3,076
-102
348
$332K 0.03%
2,039
+1
349
$331K 0.03%
14,770
+582
350
$330K 0.03%
5,252
-357
12 13
14
15 16