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
1226
$9.09K ﹤0.01%
454
1227
$9.08K ﹤0.01%
106
1228
$9K ﹤0.01%
211
1229
$8.92K ﹤0.01%
95
-30
1230
$8.88K ﹤0.01%
+143
1231
$8.85K ﹤0.01%
+300
1232
$8.82K ﹤0.01%
206
-23
1233
$8.82K ﹤0.01%
30
1234
$8.81K ﹤0.01%
486
+9
1235
$8.79K ﹤0.01%
533
1236
$8.79K ﹤0.01%
127
+20
1237
$8.73K ﹤0.01%
258
+2
1238
$8.72K ﹤0.01%
185
-60
1239
$8.72K ﹤0.01%
119
+1
1240
$8.67K ﹤0.01%
600
1241
$8.66K ﹤0.01%
272
-4
1242
$8.64K ﹤0.01%
1,315
1243
$8.58K ﹤0.01%
40
1244
$8.58K ﹤0.01%
378
1245
$8.53K ﹤0.01%
700
1246
$8.5K ﹤0.01%
+300
1247
$8.49K ﹤0.01%
47
-15
1248
$8.45K ﹤0.01%
193
+1
1249
$8.38K ﹤0.01%
666
1250
$8.3K ﹤0.01%
40
48 49
50
51 52