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
876
$36.7K ﹤0.01%
773
+78
877
$36.7K ﹤0.01%
557
+4
878
$36.5K ﹤0.01%
1,200
879
$36.3K ﹤0.01%
237
+1
880
$36.3K ﹤0.01%
143
+25
881
$36.1K ﹤0.01%
698
882
$35.9K ﹤0.01%
1,435
883
$35.8K ﹤0.01%
279
+12
884
$35.8K ﹤0.01%
894
885
$35.8K ﹤0.01%
709
-76
886
$35.5K ﹤0.01%
820
+164
887
$35.3K ﹤0.01%
816
-400
888
$35.2K ﹤0.01%
13,040
+3,693
889
$35K ﹤0.01%
157
890
$34.9K ﹤0.01%
842
+161
891
$34.7K ﹤0.01%
687
+187
892
$34.7K ﹤0.01%
+1,609
893
$34.7K ﹤0.01%
286
+57
894
$34.6K ﹤0.01%
+681
895
$34.4K ﹤0.01%
411
-270
896
$34.1K ﹤0.01%
547
897
$34.1K ﹤0.01%
303
898
$34.1K ﹤0.01%
7,317
-600
899
$34K ﹤0.01%
73
900
$33.9K ﹤0.01%
236
34 35
36
37 38