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
1526
$2.1K ﹤0.01%
97
1527
$2.07K ﹤0.01%
35
1528
$2K ﹤0.01%
23
1529
$1.96K ﹤0.01%
55
1530
$1.96K ﹤0.01%
64
1531
$1.95K ﹤0.01%
+80
1532
$1.91K ﹤0.01%
52
+1
1533
$1.89K ﹤0.01%
100
1534
$1.87K ﹤0.01%
88
1535
$1.86K ﹤0.01%
61
1536
$1.84K ﹤0.01%
44
1537
$1.83K ﹤0.01%
73
1538
$1.82K ﹤0.01%
38
1539
$1.81K ﹤0.01%
1,500
1540
$1.79K ﹤0.01%
50
1541
$1.71K ﹤0.01%
375
1542
$1.71K ﹤0.01%
16
1543
$1.71K ﹤0.01%
100
1544
$1.64K ﹤0.01%
42
1545
$1.63K ﹤0.01%
13
1546
$1.59K ﹤0.01%
46
-186
1547
$1.59K ﹤0.01%
102
1548
$1.58K ﹤0.01%
52
1549
$1.58K ﹤0.01%
637
1550
$1.58K ﹤0.01%
7
60 61
62
63 64