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
1501
$2.59K ﹤0.01%
54
1502
$2.57K ﹤0.01%
96
1503
$2.56K ﹤0.01%
122
1504
$2.52K ﹤0.01%
25
1505
$2.49K ﹤0.01%
97
1506
$2.48K ﹤0.01%
150
1507
$2.39K ﹤0.01%
45
1508
$2.37K ﹤0.01%
+54
1509
$2.37K ﹤0.01%
+100
1510
$2.36K ﹤0.01%
200
1511
$2.36K ﹤0.01%
13
1512
$2.34K ﹤0.01%
100
1513
$2.29K ﹤0.01%
43
+1
1514
$2.29K ﹤0.01%
10
1515
$2.28K ﹤0.01%
35
1516
$2.27K ﹤0.01%
34
-33
1517
$2.26K ﹤0.01%
32
-35
1518
$2.26K ﹤0.01%
82
+1
1519
$2.23K ﹤0.01%
33
1520
$2.22K ﹤0.01%
300
1521
$2.21K ﹤0.01%
20
1522
$2.16K ﹤0.01%
26
1523
$2.16K ﹤0.01%
100
1524
$2.14K ﹤0.01%
115
1525
$2.12K ﹤0.01%
+21
59 60
61
62 63