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
1051
$18.6K ﹤0.01%
114
+94
1052
$18.5K ﹤0.01%
291
1053
$18.4K ﹤0.01%
482
+1
1054
$18.3K ﹤0.01%
390
+46
1055
$18.3K ﹤0.01%
1,479
1056
$18.3K ﹤0.01%
259
+2
1057
$18.2K ﹤0.01%
2,000
1058
$18.1K ﹤0.01%
779
+10
1059
$18K ﹤0.01%
521
-78
1060
$18K ﹤0.01%
1,026
+9
1061
$17.9K ﹤0.01%
486
1062
$17.9K ﹤0.01%
128
1063
$17.9K ﹤0.01%
355
+3
1064
$17.7K ﹤0.01%
502
1065
$17.6K ﹤0.01%
1,097
+315
1066
$17.4K ﹤0.01%
400
-154
1067
$17.4K ﹤0.01%
866
+14
1068
$17.3K ﹤0.01%
1,228
+492
1069
$17K ﹤0.01%
400
1070
$16.9K ﹤0.01%
200
-7
1071
$16.9K ﹤0.01%
505
1072
$16.8K ﹤0.01%
945
-184
1073
$16.8K ﹤0.01%
115
1074
$16.6K ﹤0.01%
262
+111
1075
$16.6K ﹤0.01%
161
41 42
43
44 45