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
1276
$7.63K ﹤0.01%
257
+2
1277
$7.59K ﹤0.01%
29
1278
$7.59K ﹤0.01%
200
1279
$7.51K ﹤0.01%
214
+1
1280
$7.5K ﹤0.01%
104
1281
$7.5K ﹤0.01%
5
1282
$7.49K ﹤0.01%
69
-22
1283
$7.48K ﹤0.01%
182
+3
1284
$7.44K ﹤0.01%
168
1285
$7.42K ﹤0.01%
320
+157
1286
$7.34K ﹤0.01%
+200
1287
$7.33K ﹤0.01%
27
1288
$7.32K ﹤0.01%
97
1289
$7.25K ﹤0.01%
74
-23
1290
$7.15K ﹤0.01%
45
1291
$7.14K ﹤0.01%
124
-44
1292
$7.07K ﹤0.01%
+291
1293
$7.04K ﹤0.01%
131
+2
1294
$7.03K ﹤0.01%
105
1295
$7.01K ﹤0.01%
154
1296
$6.95K ﹤0.01%
+600
1297
$6.87K ﹤0.01%
50
+25
1298
$6.87K ﹤0.01%
1,046
1299
$6.84K ﹤0.01%
87
1300
$6.83K ﹤0.01%
250
-4,029
50 51
52
53 54