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
1476
$2.99K ﹤0.01%
298
1477
$2.98K ﹤0.01%
124
1478
$2.96K ﹤0.01%
24
1479
$2.94K ﹤0.01%
167
1480
$2.94K ﹤0.01%
1,300
-300
1481
$2.93K ﹤0.01%
+99
1482
$2.93K ﹤0.01%
+12
1483
$2.91K ﹤0.01%
100
1484
$2.86K ﹤0.01%
37
1485
$2.84K ﹤0.01%
46
1486
$2.83K ﹤0.01%
100
1487
$2.82K ﹤0.01%
54
1488
$2.82K ﹤0.01%
+83
1489
$2.8K ﹤0.01%
241
1490
$2.75K ﹤0.01%
47
1491
$2.73K ﹤0.01%
13
1492
$2.72K ﹤0.01%
104
1493
$2.7K ﹤0.01%
72
1494
$2.69K ﹤0.01%
+79
1495
$2.69K ﹤0.01%
10
1496
$2.67K ﹤0.01%
152
-830
1497
$2.67K ﹤0.01%
128
1498
$2.67K ﹤0.01%
11
1499
$2.65K ﹤0.01%
15
1500
$2.62K ﹤0.01%
25
58 59
60
61 62