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
1376
$5.04K ﹤0.01%
14
1377
$5.03K ﹤0.01%
39
1378
$5.03K ﹤0.01%
451
+2
1379
$5.01K ﹤0.01%
100
1380
$5K ﹤0.01%
59
1381
$4.99K ﹤0.01%
+172
1382
$4.95K ﹤0.01%
80
-70
1383
$4.94K ﹤0.01%
22
1384
$4.94K ﹤0.01%
+155
1385
$4.92K ﹤0.01%
+58
1386
$4.79K ﹤0.01%
+22
1387
$4.78K ﹤0.01%
90
+26
1388
$4.76K ﹤0.01%
122
1389
$4.75K ﹤0.01%
190
+3
1390
$4.74K ﹤0.01%
139
1391
$4.74K ﹤0.01%
+202
1392
$4.71K ﹤0.01%
285
1393
$4.67K ﹤0.01%
93
+1
1394
$4.66K ﹤0.01%
60
1395
$4.66K ﹤0.01%
113
1396
$4.62K ﹤0.01%
106
1397
$4.62K ﹤0.01%
+156
1398
$4.61K ﹤0.01%
100
1399
$4.57K ﹤0.01%
79
1400
$4.56K ﹤0.01%
29
54 55
56
57 58