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
251
$474K 0.05%
8,783
+1,398
252
$471K 0.05%
894
+13
253
$471K 0.05%
9,044
+165
254
$468K 0.05%
10,657
-898
255
$463K 0.05%
8,933
+1,332
256
$451K 0.05%
15,243
-609
257
$450K 0.05%
4,925
+2,987
258
$449K 0.05%
2,897
-42
259
$443K 0.05%
26,569
+466
260
$428K 0.04%
+3,976
261
$427K 0.04%
12,681
-2,137
262
$422K 0.04%
1,937
+18
263
$419K 0.04%
16,386
+598
264
$419K 0.04%
9,929
+44
265
$419K 0.04%
2,840
-798
266
$412K 0.04%
20,642
-1,712
267
$410K 0.04%
16,948
-6,740
268
$408K 0.04%
8,447
-34
269
$405K 0.04%
5,209
-5
270
$396K 0.04%
2,905
-437
271
$394K 0.04%
4,436
+4,384
272
$391K 0.04%
20,034
-3,454
273
$390K 0.04%
5,964
+198
274
$390K 0.04%
18,873
+192
275
$389K 0.04%
16,044
-308
9 10
11
12 13