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
301
$321K 0.03%
6,710
-4,026
302
$316K 0.03%
+13,088
303
$310K 0.03%
1,046
+269
304
$305K 0.03%
3,564
-1,174
305
$303K 0.03%
2,041
+1,059
306
$302K 0.03%
2,790
+762
307
$302K 0.03%
11,494
+6,234
308
$301K 0.03%
3,894
-335
309
$298K 0.03%
5,894
+77
310
$298K 0.03%
7,379
+293
311
$297K 0.03%
3,263
-29
312
$297K 0.03%
+4,389
313
$296K 0.03%
5,663
+2,651
314
$295K 0.03%
1,340
315
$291K 0.03%
12,860
-189
316
$291K 0.03%
4,053
+804
317
$288K 0.03%
1,201
+1
318
$285K 0.03%
4,112
-111,143
319
$283K 0.03%
5,580
-18,253
320
$282K 0.03%
6,403
+578
321
$282K 0.03%
8,100
+500
322
$279K 0.03%
591
323
$278K 0.03%
46,413
+987
324
$278K 0.03%
824
+755
325
$276K 0.03%
3,278
+32
11 12
13
14 15