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
1551
$1.56K ﹤0.01%
114
-21,031
1552
$1.54K ﹤0.01%
18
-11
1553
$1.54K ﹤0.01%
146
1554
$1.49K ﹤0.01%
82
1555
$1.46K ﹤0.01%
32
1556
$1.43K ﹤0.01%
13
1557
$1.42K ﹤0.01%
60
1558
$1.39K ﹤0.01%
11
1559
$1.38K ﹤0.01%
+200
1560
$1.34K ﹤0.01%
35
1561
$1.34K ﹤0.01%
12
1562
$1.34K ﹤0.01%
150
1563
$1.33K ﹤0.01%
51
1564
$1.28K ﹤0.01%
40
1565
$1.27K ﹤0.01%
+15
1566
$1.27K ﹤0.01%
23
1567
$1.24K ﹤0.01%
105
1568
$1.18K ﹤0.01%
80
1569
$1.17K ﹤0.01%
200
1570
$1.17K ﹤0.01%
12
1571
$1.16K ﹤0.01%
25
+22
1572
$1.14K ﹤0.01%
400
1573
$1.14K ﹤0.01%
224
1574
$1.11K ﹤0.01%
+18
1575
$1.09K ﹤0.01%
45
61 62
63
64 65