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
851
$39.5K ﹤0.01%
300
+250
852
$39.4K ﹤0.01%
175
853
$39.3K ﹤0.01%
850
854
$39.2K ﹤0.01%
+1,163
855
$39.2K ﹤0.01%
1,627
-3,529
856
$38.9K ﹤0.01%
263
+1
857
$38.8K ﹤0.01%
393
858
$38.7K ﹤0.01%
210
859
$38.7K ﹤0.01%
3,139
+545
860
$38.7K ﹤0.01%
3,947
+30
861
$38.4K ﹤0.01%
611
+7
862
$38.3K ﹤0.01%
555
+2
863
$38.2K ﹤0.01%
185
-28
864
$38.1K ﹤0.01%
1,000
865
$37.9K ﹤0.01%
1,031
866
$37.8K ﹤0.01%
575
-199
867
$37.7K ﹤0.01%
149
868
$37.6K ﹤0.01%
381
-289
869
$37.6K ﹤0.01%
264
870
$37.5K ﹤0.01%
278
871
$37.5K ﹤0.01%
1,852
872
$37.2K ﹤0.01%
1,243
873
$37.1K ﹤0.01%
472
874
$36.8K ﹤0.01%
943
875
$36.8K ﹤0.01%
356
33 34
35
36 37