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
1001
$22.5K ﹤0.01%
500
1002
$22.5K ﹤0.01%
492
+1
1003
$22.4K ﹤0.01%
434
-132
1004
$22.3K ﹤0.01%
1,003
-226
1005
$22.2K ﹤0.01%
187
-120
1006
$22K ﹤0.01%
315
1007
$22K ﹤0.01%
274
+1
1008
$21.9K ﹤0.01%
200
1009
$21.9K ﹤0.01%
800
1010
$21.8K ﹤0.01%
500
-4,000
1011
$21.6K ﹤0.01%
+133
1012
$21.2K ﹤0.01%
111
1013
$21.1K ﹤0.01%
300
1014
$21.1K ﹤0.01%
364
+3
1015
$21.1K ﹤0.01%
200
1016
$21.1K ﹤0.01%
1,619
-139
1017
$21K ﹤0.01%
+835
1018
$20.9K ﹤0.01%
483
-118
1019
$20.7K ﹤0.01%
2,000
1020
$20.6K ﹤0.01%
203
+38
1021
$20.6K ﹤0.01%
814
+3
1022
$20.5K ﹤0.01%
852
+7
1023
$20.4K ﹤0.01%
693
1024
$20.4K ﹤0.01%
+859
1025
$20.4K ﹤0.01%
800
39 40
41
42 43