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
601
$96.9K 0.01%
3,050
+13
602
$96.8K 0.01%
1,485
-1,041
603
$96.6K 0.01%
579
+351
604
$96K 0.01%
1,052
-117
605
$95.7K 0.01%
1,885
-6
606
$95.6K 0.01%
3,076
607
$95.1K 0.01%
2,509
-1,871
608
$94.4K 0.01%
2,250
609
$93.6K 0.01%
442
-10
610
$93.5K 0.01%
1,949
+51
611
$93.3K 0.01%
2,021
+53
612
$93.1K 0.01%
229
613
$93K 0.01%
263
614
$92.2K 0.01%
1,800
+1,150
615
$92K 0.01%
1,475
-375
616
$91.8K 0.01%
7,000
617
$91.4K 0.01%
3,998
618
$91.4K 0.01%
3,511
+29
619
$91.3K 0.01%
2,113
+94
620
$90.4K 0.01%
1,335
621
$90.2K 0.01%
869
+510
622
$89.5K 0.01%
958
623
$89.3K 0.01%
329
-1,601
624
$89.1K 0.01%
3,063
-229
625
$89K 0.01%
1,948
23 24
25
26 27