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
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
1201
$10.1K ﹤0.01%
150
1202
$10.1K ﹤0.01%
235
1203
$10K ﹤0.01%
74
1204
$9.96K ﹤0.01%
225
1205
$9.89K ﹤0.01%
300
1206
$9.84K ﹤0.01%
235
+1
1207
$9.81K ﹤0.01%
300
+200
1208
$9.78K ﹤0.01%
157
1209
$9.76K ﹤0.01%
146
+1
1210
$9.73K ﹤0.01%
216
1211
$9.73K ﹤0.01%
195
1212
$9.66K ﹤0.01%
64
+27
1213
$9.56K ﹤0.01%
400
1214
$9.53K ﹤0.01%
275
+49
1215
$9.5K ﹤0.01%
64
1216
$9.45K ﹤0.01%
59
1217
$9.43K ﹤0.01%
74
-23
1218
$9.42K ﹤0.01%
390
-143
1219
$9.26K ﹤0.01%
110
1220
$9.25K ﹤0.01%
+43
1221
$9.22K ﹤0.01%
301
1222
$9.13K ﹤0.01%
646
1223
$9.1K ﹤0.01%
431
-96
1224
$9.1K ﹤0.01%
272
+125
1225
$9.09K ﹤0.01%
18
-98
47 48
49
50 51