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
751
$55.5K ﹤0.01%
1,653
-1,630
752
$55.5K ﹤0.01%
12,959
+207
753
$55.4K ﹤0.01%
4,605
754
$55.1K ﹤0.01%
173
-13
755
$54.8K ﹤0.01%
670
-150
756
$54.8K ﹤0.01%
13
757
$54.8K ﹤0.01%
960
758
$54.8K ﹤0.01%
467
+37
759
$54.3K ﹤0.01%
1,790
760
$54.2K ﹤0.01%
1,250
761
$54.1K ﹤0.01%
2,000
762
$54K ﹤0.01%
+2,179
763
$54K ﹤0.01%
400
764
$54K ﹤0.01%
469
+56
765
$53.9K ﹤0.01%
2,393
-474
766
$53.6K ﹤0.01%
602
+3
767
$53.6K ﹤0.01%
374
+42
768
$52.6K ﹤0.01%
650
769
$52K ﹤0.01%
1,804
+804
770
$51.3K ﹤0.01%
164
-15
771
$51K ﹤0.01%
1,608
772
$50.8K ﹤0.01%
898
-13,669
773
$50.7K ﹤0.01%
5,566
774
$50.6K ﹤0.01%
180
775
$50.6K ﹤0.01%
53
29 30
31
32 33