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
601
$70.7K 0.01%
2,029
+1,757
602
$70.5K 0.01%
1,375
+321
603
$70.4K 0.01%
412
604
$69.8K 0.01%
969
+18
605
$69K 0.01%
230
-74
606
$68.6K 0.01%
803
607
$68.5K 0.01%
431
+2
608
$68.5K 0.01%
253
+42
609
$68.4K 0.01%
1,416
610
$68.3K 0.01%
4,556
+814
611
$67.4K 0.01%
1,098
+720
612
$66.7K 0.01%
1,468
+121
613
$66K 0.01%
4,535
614
$66K 0.01%
463
+2
615
$64.2K 0.01%
554
+1
616
$64K 0.01%
1,856
-252
617
$64K 0.01%
480
-182
618
$63.5K 0.01%
862
619
$63.5K 0.01%
7,879
620
$62.9K 0.01%
313
-228
621
$62.7K 0.01%
2,378
-131
622
$62.6K 0.01%
230
623
$62.6K 0.01%
2,251
+84
624
$62.5K 0.01%
1,449
+8
625
$62.1K 0.01%
268
-12
23 24
25
26 27