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
26
$9.83M 0.83%
324,518
+15,540
27
$8.96M 0.76%
321,870
+310,200
28
$8.58M 0.72%
+178,992
29
$8.5M 0.72%
17,408
-1,793
30
$8.03M 0.68%
212,991
-24,569
31
$7.68M 0.65%
303,414
+299,412
32
$7.66M 0.65%
145,086
-2,886
33
$7.56M 0.64%
194,329
-8,174
34
$7.27M 0.61%
13,786
-68
35
$7.24M 0.61%
12,614
+695
36
$7M 0.59%
11,927
-104
37
$6.81M 0.57%
150,284
+5,834
38
$6.52M 0.55%
164,361
+11,612
39
$6.27M 0.53%
27,768
-134
40
$6.24M 0.53%
182,145
+2,687
41
$6.2M 0.52%
14,403
+304
42
$6.13M 0.52%
98,418
+1,064
43
$6.03M 0.51%
49,635
-876
44
$6.02M 0.51%
39,688
-989
45
$5.96M 0.5%
54,873
-1,209
46
$5.96M 0.5%
67,371
+5,869
47
$5.9M 0.5%
87,345
-18,000
48
$5.67M 0.48%
61,156
-3,958
49
$5.64M 0.48%
216,400
-32,876
50
$5.51M 0.46%
231,726
+18,428
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