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
276
$387K 0.04%
9,934
+1,418
277
$384K 0.04%
12,212
-150
278
$377K 0.04%
14,420
+2,587
279
$377K 0.04%
7,516
+1,050
280
$377K 0.04%
5,792
-79
281
$371K 0.04%
1,411
+37
282
$367K 0.04%
+9,114
283
$366K 0.04%
8,220
284
$363K 0.04%
2,155
+973
285
$362K 0.04%
10,434
+221
286
$358K 0.04%
5,096
+3,157
287
$351K 0.04%
5,375
+38
288
$347K 0.04%
40,958
-1,500
289
$342K 0.03%
2,383
290
$342K 0.03%
8,363
-2,340
291
$342K 0.03%
986
+87
292
$341K 0.03%
11,982
+3,511
293
$339K 0.03%
3,236
+1,497
294
$338K 0.03%
3,054
-2,041
295
$336K 0.03%
11,468
-668
296
$335K 0.03%
1,994
+258
297
$332K 0.03%
2,861
+11
298
$332K 0.03%
2,074
-51
299
$329K 0.03%
40,461
300
$322K 0.03%
4,121
-4,465
10 11
12
13 14