CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.93%
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
1076
$16.6K ﹤0.01%
50
-215
1077
$16.5K ﹤0.01%
35
+3
1078
$16K ﹤0.01%
1,077
+3
1079
$16K ﹤0.01%
223
+181
1080
$15.8K ﹤0.01%
419
-96
1081
$15.7K ﹤0.01%
17
1082
$15.7K ﹤0.01%
46
1083
$15.5K ﹤0.01%
1,154
1084
$15.5K ﹤0.01%
36
1085
$15.4K ﹤0.01%
221
1086
$15.3K ﹤0.01%
500
-45
1087
$15.2K ﹤0.01%
124
1088
$15K ﹤0.01%
35
1089
$14.9K ﹤0.01%
302
1090
$14.9K ﹤0.01%
100
1091
$14.8K ﹤0.01%
500
1092
$14.8K ﹤0.01%
323
+31
1093
$14.7K ﹤0.01%
700
1094
$14.6K ﹤0.01%
409
+3
1095
$14.6K ﹤0.01%
1,008
+4
1096
$14.5K ﹤0.01%
174
+2
1097
$14.5K ﹤0.01%
705
1098
$14.5K ﹤0.01%
2,363
1099
$14.4K ﹤0.01%
705
1100
$14.3K ﹤0.01%
80
+5
42 43
44
45 46