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
501
$120K 0.01%
2,069
+19
502
$120K 0.01%
4,814
+272
503
$119K 0.01%
383
+116
504
$119K 0.01%
953
-6
505
$119K 0.01%
2,827
-1,159
506
$118K 0.01%
1,413
+47
507
$118K 0.01%
3,781
+584
508
$118K 0.01%
1,562
+17
509
$117K 0.01%
1,329
510
$117K 0.01%
1,439
+234
511
$117K 0.01%
2,550
512
$116K 0.01%
2,453
+677
513
$116K 0.01%
701
+8
514
$115K 0.01%
4,070
+102
515
$114K 0.01%
3,500
516
$113K 0.01%
486
517
$113K 0.01%
825
518
$111K 0.01%
1,635
+316
519
$111K 0.01%
1,462
+4
520
$110K 0.01%
4,258
+268
521
$109K 0.01%
586
522
$109K 0.01%
183
+21
523
$109K 0.01%
1,764
-107
524
$108K 0.01%
2,091
-1,510
525
$108K 0.01%
35,280
+17,475
19 20
21
22 23