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
376
$286K 0.02%
11,530
-5,450
377
$283K 0.02%
399
-3
378
$282K 0.02%
7,215
+47
379
$282K 0.02%
1,394
-98
380
$281K 0.02%
3,739
+1,333
381
$280K 0.02%
1,355
+27
382
$280K 0.02%
13,604
+414
383
$277K 0.02%
1,335
-493
384
$277K 0.02%
3,037
-810
385
$276K 0.02%
4,236
+201
386
$274K 0.02%
3,247
-3,341
387
$270K 0.02%
7,230
+179
388
$267K 0.02%
+10,229
389
$265K 0.02%
2,111
-187
390
$264K 0.02%
8,057
+6,548
391
$263K 0.02%
24,903
+5,234
392
$261K 0.02%
7,080
393
$261K 0.02%
1,554
-6
394
$252K 0.02%
511
+87
395
$252K 0.02%
7,471
+878
396
$249K 0.02%
598
+1
397
$249K 0.02%
+4,777
398
$249K 0.02%
5,928
+50
399
$244K 0.02%
12,384
-500
400
$243K 0.02%
+5,604
14 15
16
17 18