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
476
$179K 0.02%
569
-11
477
$179K 0.02%
983
+790
478
$179K 0.02%
3,072
-324
479
$176K 0.01%
3,310
-294
480
$175K 0.01%
1,539
-58
481
$175K 0.01%
2,018
+239
482
$175K 0.01%
7,314
-394
483
$175K 0.01%
673
-528
484
$174K 0.01%
4,054
485
$173K 0.01%
743
+10
486
$171K 0.01%
17,062
+217
487
$171K 0.01%
9,666
+2,689
488
$170K 0.01%
362
489
$167K 0.01%
1,267
-39
490
$166K 0.01%
5,661
+5,361
491
$166K 0.01%
6,831
+158
492
$166K 0.01%
607
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493
$165K 0.01%
1,459
-181
494
$164K 0.01%
2,909
-64
495
$164K 0.01%
11,173
-2,044
496
$164K 0.01%
912
+1
497
$163K 0.01%
589
+40
498
$163K 0.01%
857
+2
499
$162K 0.01%
2,151
500
$161K 0.01%
1,839
+2
18 19
20
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