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
626
$61.3K 0.01%
932
+30
627
$61.3K 0.01%
+1,326
628
$61K 0.01%
449
+46
629
$60.9K 0.01%
1,790
630
$60.8K 0.01%
748
+21
631
$60.4K 0.01%
652
+383
632
$60.2K 0.01%
2,493
+874
633
$60K 0.01%
400
+156
634
$59.6K 0.01%
3,216
-900
635
$59.4K 0.01%
1,198
636
$59.4K 0.01%
363
+1
637
$59.1K 0.01%
1,000
638
$59K 0.01%
1,046
-12
639
$58.5K 0.01%
1,374
-299
640
$58.5K 0.01%
2,346
+16
641
$58.3K 0.01%
661
+109
642
$57.9K 0.01%
588
-1,664
643
$57.8K 0.01%
1,993
-22
644
$57.8K 0.01%
339
645
$57.7K 0.01%
+496
646
$57.6K 0.01%
270
-20
647
$57.5K 0.01%
1,641
-158
648
$57K 0.01%
1,937
-72
649
$57K 0.01%
1,460
+12
650
$56.8K 0.01%
400
24 25
26
27 28