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
1101
$14.3K ﹤0.01%
1,225
1102
$14.2K ﹤0.01%
153
+3
1103
$14.2K ﹤0.01%
108
1104
$14.1K ﹤0.01%
424
1105
$14K ﹤0.01%
1,717
1106
$14K ﹤0.01%
500
1107
$14K ﹤0.01%
303
+1
1108
$13.9K ﹤0.01%
600
-250
1109
$13.9K ﹤0.01%
134
+1
1110
$13.8K ﹤0.01%
1,084
-1,105
1111
$13.8K ﹤0.01%
386
1112
$13.8K ﹤0.01%
140
+64
1113
$13.8K ﹤0.01%
422
1114
$13.7K ﹤0.01%
+280
1115
$13.7K ﹤0.01%
360
1116
$13.6K ﹤0.01%
178
1117
$13.6K ﹤0.01%
479
+2
1118
$13.6K ﹤0.01%
+400
1119
$13.6K ﹤0.01%
124
+3
1120
$13.5K ﹤0.01%
1,031
1121
$13.5K ﹤0.01%
500
1122
$13.4K ﹤0.01%
134
+51
1123
$13.4K ﹤0.01%
1,852
-2,527
1124
$13.3K ﹤0.01%
130
1125
$13.3K ﹤0.01%
218
43 44
45
46 47