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
576
$84.2K 0.01%
934
+849
577
$82.7K 0.01%
4,150
+1,693
578
$82.7K 0.01%
833
+6
579
$81.6K 0.01%
1,666
580
$81.4K 0.01%
11,515
+289
581
$81.3K 0.01%
1,170
-84
582
$81K 0.01%
3,030
+1,521
583
$80.8K 0.01%
2,614
584
$80.7K 0.01%
+1,948
585
$80.3K 0.01%
861
+72
586
$79.8K 0.01%
1,030
587
$79.2K 0.01%
2,300
588
$79.1K 0.01%
650
-8
589
$78.2K 0.01%
3,542
+2,996
590
$77.6K 0.01%
30
+10
591
$77.4K 0.01%
1,374
+37
592
$76.8K 0.01%
3,810
-342
593
$73.8K 0.01%
1,015
+477
594
$73.6K 0.01%
235
595
$73.4K 0.01%
949
+119
596
$72.7K 0.01%
851
+50
597
$71.8K 0.01%
543
598
$71.6K 0.01%
382
-35
599
$71.2K 0.01%
1,984
-67
600
$71.2K 0.01%
+2,000
22 23
24
25 26