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
476
$135K 0.01%
989
-11
477
$134K 0.01%
356
-82
478
$134K 0.01%
3,099
-1,185
479
$134K 0.01%
4,642
-921
480
$134K 0.01%
2,360
-756
481
$131K 0.01%
1,287
+114
482
$130K 0.01%
5,733
483
$130K 0.01%
1,348
-587
484
$130K 0.01%
1,383
-172
485
$129K 0.01%
599
+71
486
$129K 0.01%
1,434
+210
487
$129K 0.01%
2,041
-727
488
$129K 0.01%
225
489
$128K 0.01%
338
+324
490
$128K 0.01%
6,609
+5,060
491
$126K 0.01%
1,923
+1,028
492
$124K 0.01%
572
493
$124K 0.01%
772
494
$124K 0.01%
+3,525
495
$123K 0.01%
3,746
-1,401
496
$122K 0.01%
2,514
-19
497
$121K 0.01%
5,430
-1,190
498
$121K 0.01%
2,804
+70
499
$120K 0.01%
2,720
+1,268
500
$120K 0.01%
2,399
+1,067
18 19
20
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