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
1301
$6.83K ﹤0.01%
78
1302
$6.82K ﹤0.01%
40
1303
$6.81K ﹤0.01%
200
1304
$6.81K ﹤0.01%
151
1305
$6.78K ﹤0.01%
150
1306
$6.74K ﹤0.01%
885
1307
$6.72K ﹤0.01%
76
1308
$6.54K ﹤0.01%
69
-148
1309
$6.53K ﹤0.01%
99
-52
1310
$6.51K ﹤0.01%
201
+1
1311
$6.5K ﹤0.01%
82
-10
1312
$6.48K ﹤0.01%
150
1313
$6.44K ﹤0.01%
14
1314
$6.4K ﹤0.01%
105
1315
$6.4K ﹤0.01%
127
1316
$6.39K ﹤0.01%
93
1317
$6.39K ﹤0.01%
+71
1318
$6.35K ﹤0.01%
950
1319
$6.34K ﹤0.01%
227
1320
$6.34K ﹤0.01%
143
-13
1321
$6.31K ﹤0.01%
250
1322
$6.31K ﹤0.01%
35
1323
$6.27K ﹤0.01%
284
1324
$6.26K ﹤0.01%
85
1325
$6.25K ﹤0.01%
83
51 52
53
54 55