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
176
$1.16M 0.1%
5,908
+189
177
$1.16M 0.1%
36,566
+2,319
178
$1.15M 0.1%
11,322
+2,217
179
$1.14M 0.1%
38,987
+740
180
$1.13M 0.09%
46,801
+233
181
$1.11M 0.09%
13,511
-993
182
$1.1M 0.09%
5,228
+2
183
$1.1M 0.09%
9,158
+1,408
184
$1.09M 0.09%
3,854
+495
185
$1.09M 0.09%
9,060
+6,606
186
$1.07M 0.09%
35,280
+32,524
187
$1.06M 0.09%
30,806
+12
188
$1.04M 0.09%
46,621
+553
189
$1.03M 0.09%
+40,681
190
$1.03M 0.09%
10,051
-11
191
$1.02M 0.09%
5,307
+108
192
$1.01M 0.09%
34,706
+32,376
193
$1M 0.08%
16,968
+10,280
194
$986K 0.08%
9,050
+2,749
195
$977K 0.08%
4,107
-33
196
$975K 0.08%
938
+7
197
$973K 0.08%
31,960
+21,710
198
$967K 0.08%
25,508
+3,765
199
$948K 0.08%
5,564
+73
200
$946K 0.08%
21,861
-1,166
6 7
8
9 10