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
1326
$6.22K ﹤0.01%
50
1327
$6.2K ﹤0.01%
273
-113
1328
$6.12K ﹤0.01%
50
-16
1329
$6.09K ﹤0.01%
200
1330
$6.08K ﹤0.01%
156
1331
$5.98K ﹤0.01%
45
1332
$5.96K ﹤0.01%
101
1333
$5.86K ﹤0.01%
53
-121
1334
$5.86K ﹤0.01%
2,055
1335
$5.83K ﹤0.01%
39
1336
$5.82K ﹤0.01%
1,230
1337
$5.73K ﹤0.01%
+70
1338
$5.73K ﹤0.01%
250
+200
1339
$5.73K ﹤0.01%
52
1340
$5.72K ﹤0.01%
+122
1341
$5.7K ﹤0.01%
363
-1,181
1342
$5.67K ﹤0.01%
20
1343
$5.67K ﹤0.01%
248
-127
1344
$5.58K ﹤0.01%
35
1345
$5.58K ﹤0.01%
40
1346
$5.56K ﹤0.01%
156
+2
1347
$5.53K ﹤0.01%
400
+200
1348
$5.51K ﹤0.01%
20
1349
$5.5K ﹤0.01%
101
1350
$5.49K ﹤0.01%
122
+1
52 53
54
55 56