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
1426
$4.09K ﹤0.01%
83
+1
1427
$4.08K ﹤0.01%
100
1428
$4.05K ﹤0.01%
250
1429
$4.04K ﹤0.01%
106
1430
$4.02K ﹤0.01%
235
1431
$4.01K ﹤0.01%
+232
1432
$4K ﹤0.01%
38
1433
$3.98K ﹤0.01%
75
-6
1434
$3.94K ﹤0.01%
54
1435
$3.93K ﹤0.01%
+196
1436
$3.79K ﹤0.01%
142
1437
$3.78K ﹤0.01%
18
1438
$3.77K ﹤0.01%
265
1439
$3.75K ﹤0.01%
100
1440
$3.72K ﹤0.01%
74
1441
$3.72K ﹤0.01%
78
+45
1442
$3.71K ﹤0.01%
120
1443
$3.64K ﹤0.01%
+119
1444
$3.62K ﹤0.01%
35
1445
$3.61K ﹤0.01%
+125
1446
$3.61K ﹤0.01%
112
1447
$3.59K ﹤0.01%
50
1448
$3.56K ﹤0.01%
20
1449
$3.51K ﹤0.01%
209
1450
$3.48K ﹤0.01%
75
56 57
58
59 60