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
1651
$199 ﹤0.01%
20
1652
$193 ﹤0.01%
10
-160
1653
$191 ﹤0.01%
17
1654
$188 ﹤0.01%
+17
1655
$182 ﹤0.01%
30
1656
$161 ﹤0.01%
17
1657
$159 ﹤0.01%
30
1658
$152 ﹤0.01%
12
1659
$142 ﹤0.01%
5
1660
$136 ﹤0.01%
100
1661
$131 ﹤0.01%
11
1662
$127 ﹤0.01%
100
1663
$110 ﹤0.01%
28
-12
1664
$99 ﹤0.01%
56
-57
1665
$96 ﹤0.01%
4
1666
$68 ﹤0.01%
6
1667
$61 ﹤0.01%
3
1668
$60 ﹤0.01%
15
-24
1669
$60 ﹤0.01%
520
1670
$57 ﹤0.01%
7
1671
$46 ﹤0.01%
10
1672
$42 ﹤0.01%
2
1673
$29 ﹤0.01%
5
1674
$13 ﹤0.01%
36
1675
$11 ﹤0.01%
2
65 66
67
68 69