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
551
$123K 0.01%
3,250
552
$123K 0.01%
1,792
+672
553
$122K 0.01%
1,570
-1,160
554
$121K 0.01%
981
-45
555
$121K 0.01%
2,221
+1
556
$120K 0.01%
1,665
+37
557
$120K 0.01%
63,785
+41,250
558
$120K 0.01%
480
559
$119K 0.01%
1,555
+60
560
$119K 0.01%
1,240
+585
561
$119K 0.01%
5,342
+57
562
$119K 0.01%
61
563
$118K 0.01%
4,072
-2,591
564
$117K 0.01%
1,608
+151
565
$116K 0.01%
4,829
-992
566
$116K 0.01%
2,167
-915
567
$115K 0.01%
21,473
+747
568
$114K 0.01%
317
+52
569
$114K 0.01%
220
570
$114K 0.01%
5,651
+85
571
$114K 0.01%
803
572
$112K 0.01%
1,881
+1
573
$111K 0.01%
4,252
+9
574
$111K 0.01%
965
+1
575
$110K 0.01%
198
-8
21 22
23
24 25