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
801
$45.5K ﹤0.01%
801
+223
802
$45.5K ﹤0.01%
1,936
803
$45.3K ﹤0.01%
434
+1
804
$45.2K ﹤0.01%
+1,258
805
$45.1K ﹤0.01%
4,120
806
$44.5K ﹤0.01%
993
-36,087
807
$44.5K ﹤0.01%
406
808
$44.1K ﹤0.01%
528
809
$44.1K ﹤0.01%
5,850
+800
810
$44K ﹤0.01%
641
+5
811
$43.9K ﹤0.01%
436
+217
812
$43.8K ﹤0.01%
671
-102
813
$43.8K ﹤0.01%
127
-18
814
$43.6K ﹤0.01%
1,762
815
$43.3K ﹤0.01%
289
+166
816
$43.3K ﹤0.01%
+2,098
817
$43.2K ﹤0.01%
340
-50
818
$43K ﹤0.01%
1,333
819
$42.9K ﹤0.01%
716
820
$42.9K ﹤0.01%
1,440
+26
821
$42.8K ﹤0.01%
900
822
$42.8K ﹤0.01%
1,780
+11
823
$42.5K ﹤0.01%
738
+158
824
$42.5K ﹤0.01%
663
-236
825
$42.4K ﹤0.01%
2,811
31 32
33
34 35