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
1351
$5.48K ﹤0.01%
49
1352
$5.46K ﹤0.01%
+87
1353
$5.42K ﹤0.01%
200
1354
$5.42K ﹤0.01%
+231
1355
$5.4K ﹤0.01%
249
+1
1356
$5.38K ﹤0.01%
132
1357
$5.37K ﹤0.01%
119
+1
1358
$5.36K ﹤0.01%
174
-56,396
1359
$5.32K ﹤0.01%
77
1360
$5.32K ﹤0.01%
10
1361
$5.3K ﹤0.01%
+206
1362
$5.29K ﹤0.01%
100
1363
$5.28K ﹤0.01%
+249
1364
$5.28K ﹤0.01%
37
1365
$5.24K ﹤0.01%
+63
1366
$5.21K ﹤0.01%
464
-1
1367
$5.19K ﹤0.01%
15
1368
$5.18K ﹤0.01%
162
+1
1369
$5.17K ﹤0.01%
100
1370
$5.17K ﹤0.01%
3,800
1371
$5.11K ﹤0.01%
148
1372
$5.1K ﹤0.01%
210
1373
$5.09K ﹤0.01%
208
-197
1374
$5.05K ﹤0.01%
564
1375
$5.05K ﹤0.01%
75
53 54
55
56 57