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
26
$8.95M 0.91%
+375,863
27
$8.56M 0.87%
14,682
-1,301
28
$8.1M 0.82%
196,967
+9,706
29
$7.8M 0.79%
156,591
+152,260
30
$7.65M 0.78%
159,655
-6,707
31
$7.53M 0.76%
18,387
+3,582
32
$7.42M 0.75%
132,816
+27,184
33
$7.2M 0.73%
217,395
-15,371
34
$6.95M 0.71%
64,079
+29,541
35
$6.79M 0.69%
194,604
-8,172
36
$6.66M 0.68%
+134,291
37
$6.57M 0.67%
185,666
+6,904
38
$5.38M 0.55%
43,806
-670
39
$5.37M 0.55%
14,277
+489
40
$5.27M 0.54%
10,897
-101
41
$5.24M 0.53%
11,998
+1,724
42
$5.17M 0.53%
73,543
+4,110
43
$5.08M 0.52%
10,692
+655
44
$5.01M 0.51%
148,822
+22,253
45
$4.95M 0.5%
165,732
+142,573
46
$4.91M 0.5%
68,982
-3,104
47
$4.82M 0.49%
15,489
-979
48
$4.69M 0.48%
43,329
-24,168
49
$4.6M 0.47%
221,640
-46,044
50
$4.45M 0.45%
60,439
+58,138
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