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
351
$248K 0.03%
14,694
+13,476
352
$245K 0.02%
4,537
+1,808
353
$242K 0.02%
11,038
-12,770
354
$241K 0.02%
2,295
+121
355
$240K 0.02%
8,619
-2,834
356
$237K 0.02%
4,410
+12
357
$235K 0.02%
8,883
+366
358
$234K 0.02%
+4,217
359
$233K 0.02%
9,284
+3,290
360
$230K 0.02%
1,316
+94
361
$230K 0.02%
2,913
+196
362
$230K 0.02%
7,100
+300
363
$227K 0.02%
1,401
+2
364
$226K 0.02%
36,296
+5,667
365
$225K 0.02%
1,555
+8
366
$225K 0.02%
496
+256
367
$224K 0.02%
1,536
+1
368
$223K 0.02%
6,463
+1,024
369
$222K 0.02%
2,347
-251
370
$220K 0.02%
3,347
+206
371
$220K 0.02%
1,232
+881
372
$220K 0.02%
5,260
+60
373
$216K 0.02%
4,928
+1,547
374
$215K 0.02%
1,198
+19
375
$211K 0.02%
+2,080
13 14
15
16 17