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
1251
$8.25K ﹤0.01%
17
1252
$8.21K ﹤0.01%
559
1253
$8.2K ﹤0.01%
400
1254
$8.17K ﹤0.01%
76
1255
$8.16K ﹤0.01%
134
1256
$8.12K ﹤0.01%
100
1257
$8.08K ﹤0.01%
41
1258
$8.03K ﹤0.01%
75
1259
$7.98K ﹤0.01%
642
1260
$7.96K ﹤0.01%
122
1261
$7.95K ﹤0.01%
+183
1262
$7.89K ﹤0.01%
195
-4,403
1263
$7.87K ﹤0.01%
83
1264
$7.83K ﹤0.01%
2,050
1265
$7.8K ﹤0.01%
581
-1,453
1266
$7.79K ﹤0.01%
88
-28
1267
$7.77K ﹤0.01%
140
1268
$7.76K ﹤0.01%
+118
1269
$7.76K ﹤0.01%
189
-21
1270
$7.76K ﹤0.01%
39
1271
$7.72K ﹤0.01%
+400
1272
$7.71K ﹤0.01%
185
-582
1273
$7.7K ﹤0.01%
184
1274
$7.66K ﹤0.01%
721
-323
1275
$7.63K ﹤0.01%
201
+1
49 50
51
52 53