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
1576
$1.06K ﹤0.01%
+10
1577
$1.06K ﹤0.01%
46
1578
$1.05K ﹤0.01%
46
+1
1579
$1.04K ﹤0.01%
27
1580
$966 ﹤0.01%
+27
1581
$959 ﹤0.01%
135
1582
$951 ﹤0.01%
113
1583
$942 ﹤0.01%
24
1584
$940 ﹤0.01%
12
1585
$937 ﹤0.01%
39
1586
$916 ﹤0.01%
17
1587
$913 ﹤0.01%
+52
1588
$904 ﹤0.01%
18
1589
$889 ﹤0.01%
10
1590
$887 ﹤0.01%
46
+9
1591
$875 ﹤0.01%
2
1592
$868 ﹤0.01%
11
-1
1593
$866 ﹤0.01%
21
1594
$850 ﹤0.01%
10
-252
1595
$847 ﹤0.01%
126
1596
$834 ﹤0.01%
100
1597
$809 ﹤0.01%
39
1598
$793 ﹤0.01%
44
1599
$777 ﹤0.01%
41
1600
$745 ﹤0.01%
16
62 63
64
65 66