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
901
$33.9K ﹤0.01%
626
902
$33.8K ﹤0.01%
90
903
$33.8K ﹤0.01%
900
904
$33.7K ﹤0.01%
599
905
$33.6K ﹤0.01%
159
906
$33.6K ﹤0.01%
509
-141
907
$33.2K ﹤0.01%
250
908
$32.8K ﹤0.01%
940
909
$32.2K ﹤0.01%
569
-115
910
$32.1K ﹤0.01%
430
911
$32.1K ﹤0.01%
+665
912
$32.1K ﹤0.01%
832
-1
913
$31.9K ﹤0.01%
2,340
-1,626
914
$31.6K ﹤0.01%
1,000
915
$31.5K ﹤0.01%
301
916
$31.4K ﹤0.01%
+581
917
$31.3K ﹤0.01%
208
918
$31.2K ﹤0.01%
7,600
+2,200
919
$31.2K ﹤0.01%
112
920
$31.2K ﹤0.01%
+1,486
921
$31.1K ﹤0.01%
478
+1
922
$31.1K ﹤0.01%
50
+12
923
$30.8K ﹤0.01%
1,348
-11,202
924
$30.7K ﹤0.01%
458
-86
925
$30.7K ﹤0.01%
672
35 36
37
38 39