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
$985M
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,669
New
Increased
Reduced
Closed

Top Buys

1
+$9.49M
2
+$8.95M
3
+$7.58M
4
USTB icon
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
+$6.66M
5
BND icon
Vanguard Total Bond Market
BND
+$4.28M

Top Sells

1
+$7.69M
2
+$5.84M
3
+$3.19M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.78M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.62M

Sector Composition

1 Technology 4.33%
2 Industrials 2.42%
3 Consumer Discretionary 2.32%
4 Financials 2.24%
5 Healthcare 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$565K 0.06%
7,026
+776
227
$564K 0.06%
6,928
+992
228
$562K 0.06%
3,585
-1,307
229
$561K 0.06%
2,217
-39
230
$560K 0.06%
98,728
+10,486
231
$555K 0.06%
3,830
-71
232
$554K 0.06%
3,712
+588
233
$553K 0.06%
79,852
+182
234
$550K 0.06%
32,778
+2,972
235
$550K 0.06%
5,309
-1,365
236
$549K 0.06%
3,475
-1,665
237
$545K 0.06%
3,273
+387
238
$541K 0.06%
3,671
+107
239
$539K 0.05%
4,830
-6,020
240
$535K 0.05%
3,580
+743
241
$525K 0.05%
2,350
+2,117
242
$524K 0.05%
4,811
+92
243
$524K 0.05%
10,917
+5,299
244
$514K 0.05%
3,142
+614
245
$512K 0.05%
2,680
+572
246
$509K 0.05%
16,221
-300
247
$495K 0.05%
6,844
+489
248
$494K 0.05%
11,178
+6,483
249
$494K 0.05%
19,545
-877
250
$481K 0.05%
8,497
-470
8 9
10
11 12