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
1401
$4.55K ﹤0.01%
124
+1
1402
$4.53K ﹤0.01%
115
1403
$4.51K ﹤0.01%
18
1404
$4.51K ﹤0.01%
155
1405
$4.47K ﹤0.01%
152
1406
$4.46K ﹤0.01%
400
1407
$4.45K ﹤0.01%
96
1408
$4.44K ﹤0.01%
130
1409
$4.41K ﹤0.01%
140
1410
$4.39K ﹤0.01%
59
+1
1411
$4.35K ﹤0.01%
13
1412
$4.35K ﹤0.01%
31
1413
$4.3K ﹤0.01%
171
+142
1414
$4.3K ﹤0.01%
110
1415
$4.28K ﹤0.01%
3
1416
$4.28K ﹤0.01%
144
1417
$4.25K ﹤0.01%
+189
1418
$4.24K ﹤0.01%
66
-57
1419
$4.24K ﹤0.01%
120
1420
$4.19K ﹤0.01%
32
-7
1421
$4.14K ﹤0.01%
1,270
1422
$4.13K ﹤0.01%
53
1423
$4.13K ﹤0.01%
95
1424
$4.12K ﹤0.01%
31
1425
$4.1K ﹤0.01%
+10
55 56
57
58 59