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
State Street 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
576
$110K 0.01%
2,800
-500
577
$110K 0.01%
572
578
$110K 0.01%
813
-50
579
$109K 0.01%
2,039
+59
580
$109K 0.01%
1,625
+499
581
$108K 0.01%
1,706
+91
582
$107K 0.01%
1,648
-50
583
$107K 0.01%
461
584
$107K 0.01%
675
+20
585
$107K 0.01%
2,522
-1,009
586
$107K 0.01%
+4,571
587
$106K 0.01%
2,139
+115
588
$106K 0.01%
595
+51
589
$104K 0.01%
6,421
+732
590
$104K 0.01%
785
591
$103K 0.01%
+3,230
592
$102K 0.01%
3,238
-53
593
$101K 0.01%
3,450
-1,500
594
$101K 0.01%
1,818
-169
595
$100K 0.01%
2,752
+57
596
$100K 0.01%
7,871
+2,519
597
$99.9K 0.01%
12,368
+277
598
$99.6K 0.01%
1,205
-187
599
$99K 0.01%
+4,041
600
$98.4K 0.01%
2,770
+97
22 23
24
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