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
351
$329K 0.03%
7,239
+226
352
$329K 0.03%
8,287
+23
353
$328K 0.03%
1,634
+82
354
$328K 0.03%
8,850
355
$325K 0.03%
8,404
+1,931
356
$322K 0.03%
1,058
+94
357
$319K 0.03%
16,666
+1,858
358
$319K 0.03%
6,401
-13,029
359
$318K 0.03%
13,525
+761
360
$316K 0.03%
7,060
-597
361
$314K 0.03%
2,305
+498
362
$312K 0.03%
8,100
363
$311K 0.03%
4,240
+600
364
$311K 0.03%
6,779
+659
365
$300K 0.03%
4,769
-122
366
$297K 0.03%
3,093
+393
367
$296K 0.03%
335
+170
368
$296K 0.02%
5,739
+450
369
$295K 0.02%
2,798
-140
370
$293K 0.02%
1,552
+63
371
$291K 0.02%
2,838
+120
372
$290K 0.02%
557
+3
373
$288K 0.02%
5,885
-13,523
374
$288K 0.02%
505
+8
375
$286K 0.02%
15,819
-500
13 14
15
16 17