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
326
$276K 0.03%
7,638
-494
327
$275K 0.03%
714
-169
328
$275K 0.03%
1,900
+102
329
$274K 0.03%
3,481
+1,249
330
$273K 0.03%
8,224
+33
331
$273K 0.03%
1,560
+1,214
332
$271K 0.03%
7,480
+208
333
$270K 0.03%
1,057
+162
334
$267K 0.03%
10,838
+303
335
$266K 0.03%
3,782
-471
336
$263K 0.03%
4,202
+1,854
337
$261K 0.03%
13,827
+839
338
$259K 0.03%
12,500
+176
339
$258K 0.03%
13,081
+5,459
340
$258K 0.03%
2,742
-489
341
$257K 0.03%
26,238
+3,013
342
$255K 0.03%
19,381
+2,627
343
$253K 0.03%
9,373
+1,839
344
$251K 0.03%
7,680
345
$251K 0.03%
5,617
+218
346
$251K 0.03%
2,742
+2,245
347
$250K 0.03%
2,184
+1,345
348
$249K 0.03%
1,583
+1
349
$249K 0.03%
20,414
+1,768
350
$248K 0.03%
7,150
+248
12 13
14
15 16