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
1451
$3.47K ﹤0.01%
190
1452
$3.46K ﹤0.01%
95
1453
$3.45K ﹤0.01%
125
1454
$3.42K ﹤0.01%
46
1455
$3.4K ﹤0.01%
45
1456
$3.38K ﹤0.01%
96
1457
$3.36K ﹤0.01%
+152
1458
$3.35K ﹤0.01%
118
1459
$3.33K ﹤0.01%
100
1460
$3.32K ﹤0.01%
105
-307
1461
$3.31K ﹤0.01%
43
1462
$3.31K ﹤0.01%
22
1463
$3.31K ﹤0.01%
27
1464
$3.25K ﹤0.01%
69
+1
1465
$3.23K ﹤0.01%
36
1466
$3.23K ﹤0.01%
110
1467
$3.19K ﹤0.01%
34
1468
$3.19K ﹤0.01%
34
-54
1469
$3.13K ﹤0.01%
135
1470
$3.13K ﹤0.01%
80
1471
$3.12K ﹤0.01%
11
1472
$3.08K ﹤0.01%
64
1473
$3.07K ﹤0.01%
+131
1474
$3.07K ﹤0.01%
150
1475
$3.05K ﹤0.01%
96
57 58
59
60 61