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
451
$197K 0.02%
18,856
-7,461
452
$197K 0.02%
6,407
+3,736
453
$197K 0.02%
10,908
+24
454
$195K 0.02%
3,300
-307
455
$195K 0.02%
2,032
-80
456
$195K 0.02%
756
+12
457
$194K 0.02%
+3,774
458
$193K 0.02%
406
-23
459
$191K 0.02%
3,222
+128
460
$190K 0.02%
920
+19
461
$188K 0.02%
2,045
+5
462
$188K 0.02%
4,827
-5,955
463
$188K 0.02%
1,313
+38
464
$186K 0.02%
1,388
-15
465
$186K 0.02%
969
-325
466
$185K 0.02%
3,976
+311
467
$184K 0.02%
5,050
468
$184K 0.02%
4,779
+240
469
$183K 0.02%
4,206
-10
470
$182K 0.02%
9,170
+50
471
$182K 0.02%
174
-4
472
$182K 0.02%
6,333
+5
473
$182K 0.02%
3,328
+331
474
$181K 0.02%
1,616
+152
475
$181K 0.02%
2,781
+181
17 18
19
20 21