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
526
$139K 0.01%
1,332
-1,151
527
$139K 0.01%
993
-143
528
$139K 0.01%
944
+119
529
$136K 0.01%
+4,139
530
$136K 0.01%
2,657
531
$135K 0.01%
838
-141
532
$134K 0.01%
2,786
+2,514
533
$133K 0.01%
3,700
534
$133K 0.01%
5,173
-15,713
535
$133K 0.01%
314
+10
536
$133K 0.01%
1,586
537
$132K 0.01%
6,375
+188
538
$132K 0.01%
2,300
539
$130K 0.01%
3,910
+100
540
$130K 0.01%
1,695
+1,156
541
$130K 0.01%
2,373
+289
542
$129K 0.01%
332
+21
543
$129K 0.01%
1,017
+114
544
$129K 0.01%
1,035
+43
545
$129K 0.01%
+3,286
546
$127K 0.01%
1,704
+188
547
$126K 0.01%
828
-112
548
$125K 0.01%
1,880
+1,815
549
$123K 0.01%
2,055
-435
550
$123K 0.01%
3,477
-9,541
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