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
776
$50.5K ﹤0.01%
635
777
$50.3K ﹤0.01%
65
778
$50.1K ﹤0.01%
1,874
779
$49.7K ﹤0.01%
995
780
$48.8K ﹤0.01%
1,171
+5
781
$48.7K ﹤0.01%
1,000
782
$48K ﹤0.01%
506
+81
783
$47.9K ﹤0.01%
1,250
784
$47.8K ﹤0.01%
1,600
785
$47.1K ﹤0.01%
1,851
-4,037
786
$47K ﹤0.01%
1,472
+10
787
$47K ﹤0.01%
666
-2
788
$47K ﹤0.01%
1,344
+4
789
$46.6K ﹤0.01%
1,190
+320
790
$46.5K ﹤0.01%
791
+3
791
$46.5K ﹤0.01%
245
792
$46.4K ﹤0.01%
446
-17
793
$46.4K ﹤0.01%
10,000
794
$46.4K ﹤0.01%
+890
795
$46.4K ﹤0.01%
1,998
+4
796
$45.9K ﹤0.01%
266
+14
797
$45.9K ﹤0.01%
1,523
-532
798
$45.8K ﹤0.01%
199
+30
799
$45.7K ﹤0.01%
633
-1,074
800
$45.5K ﹤0.01%
1,243
+753
30 31
32
33 34