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
1601
$737 ﹤0.01%
6
1602
$732 ﹤0.01%
27
1603
$723 ﹤0.01%
3
-10
1604
$722 ﹤0.01%
23
1605
$718 ﹤0.01%
17
1606
$706 ﹤0.01%
10
1607
$691 ﹤0.01%
7
1608
$690 ﹤0.01%
15
-11
1609
$684 ﹤0.01%
240
1610
$674 ﹤0.01%
5
1611
$660 ﹤0.01%
86
1612
$638 ﹤0.01%
37
-72
1613
$630 ﹤0.01%
100
1614
$621 ﹤0.01%
100
1615
$617 ﹤0.01%
26
1616
$593 ﹤0.01%
50
1617
$586 ﹤0.01%
61
-113
1618
$577 ﹤0.01%
6
1619
$575 ﹤0.01%
65
1620
$565 ﹤0.01%
15
-221
1621
$544 ﹤0.01%
8
1622
$543 ﹤0.01%
3
1623
$520 ﹤0.01%
11
1624
$500 ﹤0.01%
5
1625
$490 ﹤0.01%
200
63 64
65
66 67