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
1026
$20.3K ﹤0.01%
355
+1
1027
$20.2K ﹤0.01%
+856
1028
$20.1K ﹤0.01%
772
-72
1029
$20.1K ﹤0.01%
605
-1,400
1030
$20K ﹤0.01%
1,819
1031
$20K ﹤0.01%
50
1032
$19.9K ﹤0.01%
+1,611
1033
$19.9K ﹤0.01%
854
1034
$19.9K ﹤0.01%
208
1035
$19.9K ﹤0.01%
600
1036
$19.8K ﹤0.01%
850
1037
$19.8K ﹤0.01%
630
1038
$19.7K ﹤0.01%
448
1039
$19.6K ﹤0.01%
2
1040
$19.6K ﹤0.01%
228
+82
1041
$19.6K ﹤0.01%
756
-381
1042
$19.6K ﹤0.01%
732
-374,004
1043
$19.3K ﹤0.01%
1,501
1044
$19.3K ﹤0.01%
129
-15
1045
$19.1K ﹤0.01%
800
1046
$19.1K ﹤0.01%
800
1047
$18.9K ﹤0.01%
174
-89
1048
$18.7K ﹤0.01%
200
1049
$18.7K ﹤0.01%
2,263
-105
1050
$18.6K ﹤0.01%
238
-224
40 41
42
43 44