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
676
$71.8K 0.01%
412
+89
677
$71.7K 0.01%
2,093
-2,596
678
$71.6K 0.01%
800
679
$71.5K 0.01%
559
-33
680
$71.5K 0.01%
1,000
681
$71.3K 0.01%
145
682
$71.3K 0.01%
422
+31
683
$70.6K 0.01%
134
+1
684
$70.3K 0.01%
6,600
685
$69.8K 0.01%
635
+2
686
$69.7K 0.01%
1,591
+3
687
$69.2K 0.01%
2,827
688
$69K 0.01%
6,149
689
$68.7K 0.01%
+1,006
690
$68.7K 0.01%
2,547
+2,314
691
$68.6K 0.01%
1,360
692
$68.5K 0.01%
1,308
-232
693
$67.5K 0.01%
740
-97
694
$67.4K 0.01%
1,350
695
$67.4K 0.01%
380
696
$67.4K 0.01%
1,223
697
$67.1K 0.01%
1,038
698
$66.9K 0.01%
666
+33
699
$66.7K 0.01%
80
700
$66.6K 0.01%
+2,335
26 27
28
29 30