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
551
$92.5K 0.01%
3,301
+473
552
$92.5K 0.01%
174
553
$91.7K 0.01%
540
554
$91.7K 0.01%
1,417
+145
555
$91.3K 0.01%
785
556
$91.1K 0.01%
705
-70
557
$90.1K 0.01%
5,500
-2,900
558
$89.9K 0.01%
2,434
+68
559
$89.3K 0.01%
3,150
-100
560
$89K 0.01%
2,213
+1,097
561
$89K 0.01%
759
-284
562
$87.2K 0.01%
475
563
$86.7K 0.01%
2,551
-6,063
564
$86.1K 0.01%
4,348
+350
565
$85.7K 0.01%
2,994
+18
566
$85.6K 0.01%
4,410
+392
567
$85.2K 0.01%
7,805
568
$85.1K 0.01%
1,522
-144
569
$85K 0.01%
703
+326
570
$85K 0.01%
664
+27
571
$85K 0.01%
4,001
-213
572
$84.7K 0.01%
3,412
+44
573
$84.7K 0.01%
2,308
+106
574
$84.3K 0.01%
1,689
+13
575
$84.3K 0.01%
886
+50
21 22
23
24 25