CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.93%
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
651
$78.6K 0.01%
357
-33
652
$78.3K 0.01%
2,496
+106
653
$78.3K 0.01%
2,150
+591
654
$78.2K 0.01%
1,382
-67,939
655
$78.2K 0.01%
3,898
+126
656
$78.1K 0.01%
3,265
-448
657
$77.3K 0.01%
2,659
+66
658
$77.2K 0.01%
896
+128
659
$77.1K 0.01%
434
660
$76.7K 0.01%
3,741
661
$76.6K 0.01%
+2,900
662
$76.3K 0.01%
720
+685
663
$76.2K 0.01%
1,506
-97
664
$75.4K 0.01%
917
+425
665
$73.9K 0.01%
335
+14
666
$73.9K 0.01%
1,487
-41
667
$73.7K 0.01%
289
-39
668
$73.7K 0.01%
1,472
+745
669
$73.6K 0.01%
+9,700
670
$73.4K 0.01%
883
+167
671
$73.4K 0.01%
2,472
-414
672
$72.9K 0.01%
2,400
673
$72.8K 0.01%
141
+138
674
$72.3K 0.01%
1,375
-11
675
$71.8K 0.01%
2,135
-270
25 26
27
28 29