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
151
$1.46M 0.12%
29,692
-138
152
$1.46M 0.12%
5,065
-138
153
$1.45M 0.12%
54,178
-12,356
154
$1.43M 0.12%
8,841
+1,432
155
$1.43M 0.12%
35,042
+6,138
156
$1.4M 0.12%
7,270
-75
157
$1.39M 0.12%
22,901
+6,911
158
$1.37M 0.12%
23,782
+472
159
$1.34M 0.11%
8,038
+162
160
$1.33M 0.11%
1,499
+7
161
$1.33M 0.11%
10,641
-288
162
$1.3M 0.11%
75,852
-5,659
163
$1.28M 0.11%
12,526
+3,616
164
$1.25M 0.11%
7,874
+34
165
$1.24M 0.1%
10,256
-291
166
$1.24M 0.1%
13,626
+6,053
167
$1.24M 0.1%
42,859
+3,728
168
$1.22M 0.1%
5,020
+210
169
$1.21M 0.1%
49,798
+1,899
170
$1.2M 0.1%
4,042
+223
171
$1.2M 0.1%
12,073
-3,298
172
$1.2M 0.1%
5,411
-95
173
$1.18M 0.1%
1,873
+28
174
$1.18M 0.1%
10,052
-4,318
175
$1.17M 0.1%
13,931
+12,608
5 6
7
8 9