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
1151
$12.1K ﹤0.01%
35
1152
$12.1K ﹤0.01%
1,700
1153
$12K ﹤0.01%
+100
1154
$11.8K ﹤0.01%
300
1155
$11.8K ﹤0.01%
2,200
+650
1156
$11.8K ﹤0.01%
115
1157
$11.8K ﹤0.01%
811
+8
1158
$11.7K ﹤0.01%
46
1159
$11.7K ﹤0.01%
84
-46
1160
$11.7K ﹤0.01%
897
1161
$11.6K ﹤0.01%
200
-352
1162
$11.6K ﹤0.01%
+151
1163
$11.6K ﹤0.01%
+100
1164
$11.5K ﹤0.01%
292
+6
1165
$11.5K ﹤0.01%
117
1166
$11.4K ﹤0.01%
434
1167
$11.4K ﹤0.01%
39
1168
$11.3K ﹤0.01%
161
-50
1169
$11.3K ﹤0.01%
+800
1170
$11.1K ﹤0.01%
313
-721
1171
$11K ﹤0.01%
+488
1172
$11K ﹤0.01%
233
+7
1173
$11K ﹤0.01%
7
1174
$11K ﹤0.01%
508
-1,475
1175
$11K ﹤0.01%
150
45 46
47
48 49