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
976
$25.3K ﹤0.01%
402
977
$25.3K ﹤0.01%
400
978
$25.3K ﹤0.01%
178
-775
979
$25.1K ﹤0.01%
313
-1,353
980
$24.9K ﹤0.01%
203
981
$24.8K ﹤0.01%
607
+6
982
$24.8K ﹤0.01%
1,000
983
$24.7K ﹤0.01%
689
-242
984
$24.6K ﹤0.01%
126
985
$24.4K ﹤0.01%
90
-300
986
$24.2K ﹤0.01%
+502
987
$24.2K ﹤0.01%
650
988
$23.7K ﹤0.01%
300
989
$23.7K ﹤0.01%
+100
990
$23.7K ﹤0.01%
200
991
$23.7K ﹤0.01%
843
+5
992
$23.7K ﹤0.01%
83
+2
993
$23.7K ﹤0.01%
1,032
994
$23.6K ﹤0.01%
+350
995
$23K ﹤0.01%
200
+133
996
$22.7K ﹤0.01%
308
-70
997
$22.7K ﹤0.01%
524
998
$22.7K ﹤0.01%
284
999
$22.6K ﹤0.01%
770
1000
$22.6K ﹤0.01%
464
-78
38 39
40
41 42