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
401
$185K 0.02%
1,075
402
$184K 0.02%
10,717
+6,200
403
$184K 0.02%
3,772
-108
404
$181K 0.02%
2,779
+43
405
$180K 0.02%
2,702
-24
406
$179K 0.02%
1,786
-46
407
$179K 0.02%
4,500
-315
408
$179K 0.02%
682
+2
409
$179K 0.02%
3,260
+386
410
$179K 0.02%
3,522
-5
411
$177K 0.02%
5,647
+3,406
412
$176K 0.02%
728
+18
413
$176K 0.02%
6,148
+2,074
414
$175K 0.02%
575
415
$174K 0.02%
1,926
+138
416
$174K 0.02%
2,745
417
$174K 0.02%
2,404
+579
418
$174K 0.02%
2,084
-38
419
$171K 0.02%
1,446
-70
420
$170K 0.02%
3,295
+2,688
421
$169K 0.02%
4,500
+500
422
$169K 0.02%
2,261
+256
423
$168K 0.02%
12,210
+350
424
$168K 0.02%
2,842
-238
425
$168K 0.02%
13,216
+9,612
15 16
17
18 19