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
451
$155K 0.02%
4,683
-366
452
$155K 0.02%
3,245
-61
453
$154K 0.02%
2,120
+1
454
$153K 0.02%
929
-36
455
$152K 0.02%
750
+20
456
$147K 0.01%
1,571
457
$146K 0.01%
2,662
+93
458
$144K 0.01%
2,850
-371
459
$144K 0.01%
1,610
+1,427
460
$143K 0.01%
+1,597
461
$143K 0.01%
2,712
+312
462
$142K 0.01%
1,970
-31
463
$141K 0.01%
4,037
+107
464
$141K 0.01%
1,392
+647
465
$141K 0.01%
9,191
-1,110
466
$140K 0.01%
970
-209
467
$139K 0.01%
3,053
+347
468
$139K 0.01%
1,193
+3
469
$139K 0.01%
4,725
470
$139K 0.01%
4,814
+294
471
$138K 0.01%
1,709
-10,264
472
$137K 0.01%
1,030
+2
473
$137K 0.01%
2,113
-418
474
$136K 0.01%
2,255
+2
475
$136K 0.01%
5,149
-3,296
17 18
19
20 21