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
701
$66.5K 0.01%
1,136
+9
702
$66.5K 0.01%
1,660
-500
703
$66.5K 0.01%
2,496
704
$66.2K 0.01%
2,241
+1
705
$66K 0.01%
+1,669
706
$65.9K 0.01%
1,071
+434
707
$65.9K 0.01%
1,740
708
$65.3K 0.01%
1,415
+9
709
$65.1K 0.01%
1,603
+542
710
$65K 0.01%
1,193
711
$64.7K 0.01%
1,959
-1,049
712
$64.7K 0.01%
550
-88
713
$64.6K 0.01%
376
-42
714
$64.6K 0.01%
366
+1
715
$64.4K 0.01%
782
+4
716
$64.3K 0.01%
641
-142
717
$64.1K 0.01%
12,229
+103
718
$63.3K 0.01%
1,096
-110
719
$63K 0.01%
20
720
$62.8K 0.01%
655
721
$62.2K 0.01%
501
-105
722
$61.9K 0.01%
750
723
$61.7K 0.01%
+2,542
724
$61.5K 0.01%
2,011
+441
725
$60.7K 0.01%
834
27 28
29
30 31