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
126
$1.77M 0.15%
39,109
+400
127
$1.76M 0.15%
22,829
-523
128
$1.75M 0.15%
10,034
+91
129
$1.72M 0.15%
38,365
+629
130
$1.69M 0.14%
12,496
+1,277
131
$1.68M 0.14%
27,441
+73
132
$1.67M 0.14%
28,718
+121
133
$1.67M 0.14%
22,158
+1,030
134
$1.66M 0.14%
13,703
+896
135
$1.66M 0.14%
5,149
-32
136
$1.66M 0.14%
16,363
+649
137
$1.65M 0.14%
18,174
-3,456
138
$1.63M 0.14%
44,698
+16,769
139
$1.62M 0.14%
16,877
+1,978
140
$1.6M 0.14%
49,574
+8,635
141
$1.59M 0.13%
8,037
+96
142
$1.58M 0.13%
49,927
+4,785
143
$1.57M 0.13%
6,387
-87
144
$1.57M 0.13%
69,573
+2,811
145
$1.56M 0.13%
8,854
-681
146
$1.55M 0.13%
66,281
+39,978
147
$1.55M 0.13%
5,707
+111
148
$1.49M 0.13%
20,727
+1,295
149
$1.48M 0.12%
4,904
-110
150
$1.47M 0.12%
22,092
+56
4 5
6
7 8