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
526
$107K 0.01%
3,137
527
$106K 0.01%
35,730
-6,519
528
$106K 0.01%
2,607
-79
529
$104K 0.01%
+3,531
530
$104K 0.01%
1,817
-762
531
$104K 0.01%
3,670
532
$104K 0.01%
1,652
-31
533
$104K 0.01%
4,476
534
$102K 0.01%
13,323
535
$101K 0.01%
4,293
+1,240
536
$101K 0.01%
19,800
+3,175
537
$100K 0.01%
+2,574
538
$99.6K 0.01%
1,559
-52
539
$99.4K 0.01%
3,365
+1,798
540
$99.1K 0.01%
1,451
-1,309
541
$99.1K 0.01%
1,546
-359
542
$98.5K 0.01%
2,857
+43
543
$98.4K 0.01%
+1,819
544
$97K 0.01%
+1,524
545
$96.9K 0.01%
2,342
-141
546
$95.2K 0.01%
961
+2
547
$94.8K 0.01%
3,213
+31
548
$94.4K 0.01%
1,162
+377
549
$94.1K 0.01%
4,742
+1,227
550
$93.6K 0.01%
799
+188
20 21
22
23 24