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
426
$168K 0.02%
1,272
+11
427
$168K 0.02%
+4,292
428
$167K 0.02%
5,050
429
$166K 0.02%
1,223
+1,187
430
$165K 0.02%
9,100
+600
431
$164K 0.02%
1,493
-142
432
$163K 0.02%
5,324
-264
433
$163K 0.02%
13,440
+10,150
434
$162K 0.02%
6,813
435
$161K 0.02%
2,034
+14
436
$161K 0.02%
391
437
$161K 0.02%
377
+18
438
$161K 0.02%
1,741
+105
439
$160K 0.02%
3,712
+155
440
$160K 0.02%
183
+1
441
$160K 0.02%
2,607
442
$159K 0.02%
9,176
+300
443
$158K 0.02%
322
-2
444
$158K 0.02%
2,292
+53
445
$157K 0.02%
2,035
+1,781
446
$156K 0.02%
6,614
-135,157
447
$156K 0.02%
3,170
-148
448
$156K 0.02%
4,746
-742
449
$155K 0.02%
6,085
+43
450
$155K 0.02%
4,650
16 17
18
19 20