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
726
$60.7K 0.01%
104
-11
727
$60.7K 0.01%
135
728
$60.7K 0.01%
360
+150
729
$60.5K 0.01%
306
730
$60.4K 0.01%
1,625
-130
731
$60.2K 0.01%
1,177
-2,387
732
$59.8K 0.01%
715
+91
733
$59.6K 0.01%
1,214
-202
734
$59.5K 0.01%
2,203
+3
735
$59.1K 0.01%
826
-1,100
736
$58.8K 0.01%
496
737
$58.7K 0.01%
116
-6
738
$58.4K ﹤0.01%
1,997
+8
739
$58.1K ﹤0.01%
1,194
740
$58K ﹤0.01%
1,500
741
$57.6K ﹤0.01%
3,438
742
$57.2K ﹤0.01%
300
+200
743
$56.9K ﹤0.01%
2,576
+349
744
$56.8K ﹤0.01%
3,760
745
$56.7K ﹤0.01%
3,066
-450
746
$56.6K ﹤0.01%
306
747
$55.9K ﹤0.01%
450
748
$55.8K ﹤0.01%
1,245
-91,033
749
$55.6K ﹤0.01%
705
750
$55.5K ﹤0.01%
+2,258
28 29
30
31 32