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
951
$27.8K ﹤0.01%
944
952
$27.3K ﹤0.01%
86
+61
953
$27.2K ﹤0.01%
317
954
$27.2K ﹤0.01%
648
955
$27.1K ﹤0.01%
1,110
956
$27K ﹤0.01%
157
-34
957
$26.8K ﹤0.01%
549
958
$26.5K ﹤0.01%
83
+20
959
$26.5K ﹤0.01%
748
960
$26.4K ﹤0.01%
2,527
+13
961
$26.4K ﹤0.01%
1,666
962
$26.3K ﹤0.01%
845
963
$26.2K ﹤0.01%
723
-496
964
$26.1K ﹤0.01%
150
-150
965
$26K ﹤0.01%
215
+82
966
$25.9K ﹤0.01%
231
+146
967
$25.8K ﹤0.01%
900
+50
968
$25.7K ﹤0.01%
333
+1
969
$25.7K ﹤0.01%
148
+100
970
$25.7K ﹤0.01%
600
971
$25.6K ﹤0.01%
375
+4
972
$25.6K ﹤0.01%
3,035
+1,065
973
$25.5K ﹤0.01%
392
974
$25.5K ﹤0.01%
127
975
$25.5K ﹤0.01%
328
-30
37 38
39
40 41