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
401
$243K 0.02%
2,033
+275
402
$243K 0.02%
2,589
-99
403
$243K 0.02%
2,440
-1,350
404
$241K 0.02%
4,723
-554
405
$240K 0.02%
1,377
-759
406
$240K 0.02%
5,042
+396
407
$239K 0.02%
10,050
+115
408
$239K 0.02%
1,894
-1,410
409
$238K 0.02%
1,695
+121
410
$237K 0.02%
4,646
411
$233K 0.02%
1,480
-276
412
$232K 0.02%
1,840
-65
413
$232K 0.02%
1,125
-39
414
$231K 0.02%
1,469
-418
415
$230K 0.02%
1,659
-14
416
$230K 0.02%
1,921
+1,581
417
$230K 0.02%
2,740
+189
418
$229K 0.02%
2,386
-665
419
$229K 0.02%
4,703
420
$227K 0.02%
1,571
421
$226K 0.02%
1,381
-9
422
$226K 0.02%
3,487
+1,422
423
$222K 0.02%
9,180
-1,476
424
$221K 0.02%
3,405
+12
425
$220K 0.02%
7,652
+597
15 16
17
18 19