CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
+$8.53M
2
+$8.47M
3
+$8.02M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$7.48M
5
HYDB icon
iShares High Yield Systematic Bond ETF
HYDB
+$4.9M

Top Sells

1
+$11.6M
2
+$9.79M
3
+$7.75M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$7.1M
5
GNMA icon
iShares GNMA Bond ETF
GNMA
+$4.03M

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
1726
– –
-29
1727
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-2,000
1728
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-112
1729
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-387
1730
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-59
1731
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0
1732
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-130
1733
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-7,348
1734
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-3
1735
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0
1736
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-2,603
1737
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-26
1738
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-9
1739
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-64
1740
– –
-250
1741
– –
0
1742
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-170
1743
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-6
1744
– –
-1,100
1745
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-3,300
1746
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-30
1747
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0
1748
– –
-5,733
1749
– –
-2,027
1750
– –
-40,805
67 68 69
70
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