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
201
$941K 0.08%
6,910
+258
202
$940K 0.08%
17,565
+3,689
203
$929K 0.08%
4,250
-131
204
$923K 0.08%
3,549
+237
205
$905K 0.08%
3,424
+3,332
206
$902K 0.08%
14,752
+763
207
$901K 0.08%
20,762
-61,519
208
$900K 0.08%
17,066
+378
209
$895K 0.08%
40,698
-2,859
210
$894K 0.08%
7,509
-1,317
211
$884K 0.07%
9,896
-802
212
$884K 0.07%
11,320
+571
213
$874K 0.07%
3,597
+456
214
$861K 0.07%
7,518
-751
215
$850K 0.07%
21,289
+1,486
216
$849K 0.07%
17,020
-700
217
$840K 0.07%
8,071
+290
218
$812K 0.07%
7,266
+5,870
219
$806K 0.07%
6,210
+1,053
220
$805K 0.07%
13,173
+2,531
221
$802K 0.07%
5,744
+282
222
$802K 0.07%
31,916
-10,409
223
$782K 0.07%
5,202
+25
224
$779K 0.07%
20,012
+710
225
$777K 0.07%
4,503
+263
7 8
9
10 11