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
826
$42.4K ﹤0.01%
1,318
+3
827
$42.3K ﹤0.01%
545
828
$42.1K ﹤0.01%
1,000
829
$42K ﹤0.01%
1,531
+1,116
830
$41.9K ﹤0.01%
1,843
831
$41.8K ﹤0.01%
+1,600
832
$41.7K ﹤0.01%
268
-42
833
$41.3K ﹤0.01%
860
-677
834
$41.3K ﹤0.01%
1,863
835
$41.3K ﹤0.01%
1,572
+16
836
$41.3K ﹤0.01%
712
+4
837
$41.2K ﹤0.01%
174
+17
838
$41.1K ﹤0.01%
772
-50
839
$41K ﹤0.01%
705
840
$41K ﹤0.01%
1,774
+590
841
$40.9K ﹤0.01%
1,000
842
$40.8K ﹤0.01%
330
-2
843
$40.6K ﹤0.01%
382
+74
844
$40.4K ﹤0.01%
235
-14
845
$40.3K ﹤0.01%
+1,167
846
$40.2K ﹤0.01%
554
847
$40.2K ﹤0.01%
376
848
$39.6K ﹤0.01%
+866
849
$39.5K ﹤0.01%
169
+1
850
$39.5K ﹤0.01%
+1,135
32 33
34
35 36