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
1626
$485 ﹤0.01%
20
1627
$483 ﹤0.01%
10
1628
$472 ﹤0.01%
98
1629
$393 ﹤0.01%
50
1630
$389 ﹤0.01%
56
1631
$370 ﹤0.01%
5
1632
$365 ﹤0.01%
1,100
1633
$359 ﹤0.01%
50
1634
$350 ﹤0.01%
+80
1635
$338 ﹤0.01%
100
1636
$335 ﹤0.01%
13
1637
$332 ﹤0.01%
48
1638
$317 ﹤0.01%
5
1639
$299 ﹤0.01%
3
1640
$285 ﹤0.01%
5
1641
$285 ﹤0.01%
31
1642
$267 ﹤0.01%
2
1643
$228 ﹤0.01%
9
+3
1644
$226 ﹤0.01%
25
1645
$224 ﹤0.01%
7
-78
1646
$219 ﹤0.01%
250
1647
$208 ﹤0.01%
4
1648
$206 ﹤0.01%
35
1649
$201 ﹤0.01%
43
1650
$201 ﹤0.01%
10
64 65
66
67 68