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
376
$210K 0.02%
2,038
+1,085
377
$209K 0.02%
6,198
+102
378
$208K 0.02%
6,345
+625
379
$208K 0.02%
3,845
+2,961
380
$206K 0.02%
8,846
+567
381
$205K 0.02%
9,391
+2,232
382
$202K 0.02%
505
+33
383
$201K 0.02%
8,738
-131
384
$199K 0.02%
4,930
+754
385
$198K 0.02%
5,754
+4,054
386
$198K 0.02%
390
-38
387
$197K 0.02%
756
+24
388
$196K 0.02%
402
-3
389
$195K 0.02%
1,639
+38
390
$195K 0.02%
4,088
-113
391
$195K 0.02%
5,518
-1,229
392
$193K 0.02%
3,380
+25
393
$193K 0.02%
1,145
+386
394
$191K 0.02%
5,388
-129
395
$190K 0.02%
1,120
-85
396
$189K 0.02%
1,812
397
$189K 0.02%
1,658
-234
398
$188K 0.02%
1,957
-288
399
$186K 0.02%
5,580
400
$185K 0.02%
2,261
-917
14 15
16
17 18