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
926
$30.5K ﹤0.01%
+605
927
$30.4K ﹤0.01%
1,012
+875
928
$30.2K ﹤0.01%
216
929
$29.9K ﹤0.01%
600
930
$29.7K ﹤0.01%
+304
931
$29.4K ﹤0.01%
266
932
$29.4K ﹤0.01%
460
933
$29.3K ﹤0.01%
994
934
$29.2K ﹤0.01%
306
+6
935
$29.1K ﹤0.01%
200
936
$28.9K ﹤0.01%
470
937
$28.9K ﹤0.01%
139
-95
938
$28.8K ﹤0.01%
871
-1,321
939
$28.7K ﹤0.01%
415
-1,352
940
$28.6K ﹤0.01%
922
941
$28.4K ﹤0.01%
98
-40
942
$28.4K ﹤0.01%
359
-61
943
$28.2K ﹤0.01%
790
-1,166
944
$28.2K ﹤0.01%
1,219
+6
945
$28.1K ﹤0.01%
175
946
$28.1K ﹤0.01%
+885
947
$28K ﹤0.01%
2,408
948
$28K ﹤0.01%
477
-48
949
$28K ﹤0.01%
212
950
$27.9K ﹤0.01%
748
+447
36 37
38
39 40