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
426
$219K 0.02%
32,814
-8,131
427
$219K 0.02%
13,025
+2,845
428
$217K 0.02%
2,305
429
$216K 0.02%
780
+538
430
$216K 0.02%
2,212
-951
431
$215K 0.02%
4,570
-339
432
$214K 0.02%
2,180
+861
433
$214K 0.02%
4,356
-7
434
$212K 0.02%
6,100
-1,000
435
$212K 0.02%
2,760
436
$211K 0.02%
2,916
-1,415
437
$209K 0.02%
575
438
$207K 0.02%
5,093
-122
439
$207K 0.02%
4,225
+290
440
$207K 0.02%
2,292
-14,109
441
$206K 0.02%
6,841
-3,372
442
$205K 0.02%
2,545
+2,418
443
$205K 0.02%
4,907
-669
444
$205K 0.02%
6,333
+2,203
445
$204K 0.02%
21,740
+8,090
446
$204K 0.02%
1,399
+50
447
$202K 0.02%
2,912
+298
448
$200K 0.02%
+8,650
449
$199K 0.02%
12,410
+1,200
450
$198K 0.02%
3,321
+567
16 17
18
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