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
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
51
$5.45M 0.46%
105,126
-63,574
52
$5.18M 0.44%
66,316
-4,848
53
$5.06M 0.43%
68,941
+2,016
54
$5.03M 0.42%
39,255
+4,216
55
$4.99M 0.42%
103,928
+103,878
56
$4.86M 0.41%
55,381
+2,957
57
$4.56M 0.38%
89,802
+6,197
58
$4.49M 0.38%
156,249
+132,391
59
$4.49M 0.38%
108,675
+2,189
60
$4.44M 0.37%
87,370
-56,230
61
$4.39M 0.37%
11,236
-46
62
$4.37M 0.37%
84,729
+84,017
63
$4.36M 0.37%
99,036
+2,714
64
$4.3M 0.36%
208,486
+5,572
65
$4.28M 0.36%
70,287
+7,056
66
$4.1M 0.35%
295,374
-9,504
67
$4.03M 0.34%
97,057
+11,441
68
$3.99M 0.34%
105,795
-1,177
69
$3.78M 0.32%
80,274
+5,708
70
$3.67M 0.31%
52,414
-3,622
71
$3.59M 0.3%
31,231
-1,641
72
$3.51M 0.3%
68,635
-4,522
73
$3.45M 0.29%
27,397
+639
74
$3.43M 0.29%
76,883
-451
75
$3.43M 0.29%
57,910
-4,624
1 2
3
4 5