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
501
$161K 0.01%
1,552
-300
502
$161K 0.01%
809
-453
503
$160K 0.01%
3,280
-482
504
$160K 0.01%
3,080
+32
505
$160K 0.01%
+4,433
506
$159K 0.01%
2,208
+2
507
$159K 0.01%
+5,900
508
$158K 0.01%
1,621
+293
509
$158K 0.01%
4,152
+8
510
$158K 0.01%
2,431
-20
511
$154K 0.01%
2,168
+66
512
$152K 0.01%
1,302
+714
513
$152K 0.01%
3,459
+104
514
$151K 0.01%
3,744
+566
515
$149K 0.01%
4,901
+1,739
516
$148K 0.01%
2,004
+2
517
$147K 0.01%
2,365
-157
518
$147K 0.01%
3,316
+48
519
$146K 0.01%
2,838
-1,673
520
$144K 0.01%
3,849
-25
521
$143K 0.01%
4,843
+247
522
$140K 0.01%
3,589
+32
523
$140K 0.01%
1,194
-618
524
$140K 0.01%
3,269
+11
525
$140K 0.01%
4,018
-1,541
19 20
21
22 23