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
626
$88.7K 0.01%
475
627
$88.5K 0.01%
330
-235
628
$88.2K 0.01%
1,526
+10
629
$87.1K 0.01%
771
+125
630
$87K 0.01%
628
-16
631
$86.6K 0.01%
1,073
632
$86.4K 0.01%
1,207
+88
633
$85.8K 0.01%
1,068
634
$85.6K 0.01%
169
-9
635
$85K 0.01%
723
636
$84.9K 0.01%
2,300
637
$84.9K 0.01%
2,261
+42
638
$84.3K 0.01%
+3,686
639
$83.8K 0.01%
2,164
+6
640
$83.3K 0.01%
771
+147
641
$82K 0.01%
2,126
-70
642
$81.7K 0.01%
1,030
643
$81.4K 0.01%
1,952
644
$81K 0.01%
2,620
645
$81K 0.01%
+2,294
646
$80.8K 0.01%
944
647
$79.9K 0.01%
129
-43
648
$79.7K 0.01%
98
-149
649
$79.6K 0.01%
3,952
+256
650
$79.6K 0.01%
1,141
-466
24 25
26
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