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
651
$56.8K 0.01%
3,760
652
$56.5K 0.01%
5,000
653
$56.5K 0.01%
885
-202
654
$56.5K 0.01%
275
655
$56.3K 0.01%
1,543
+1,041
656
$56.2K 0.01%
363
+56
657
$56K 0.01%
13,000
658
$56K 0.01%
1,190
+190
659
$55.9K 0.01%
232
-16
660
$55.8K 0.01%
2,756
661
$55.8K 0.01%
1,360
662
$55.7K 0.01%
2,000
663
$55.6K 0.01%
1,129
-924
664
$55.4K 0.01%
2,005
+5
665
$55.3K 0.01%
542
-89
666
$55K 0.01%
3,107
+2,604
667
$54.6K 0.01%
5,857
668
$54.5K 0.01%
1,223
669
$54.1K 0.01%
650
670
$53.9K 0.01%
2,284
-419
671
$52.8K 0.01%
1,165
+21
672
$52.6K 0.01%
1,203
+1,195
673
$52.3K 0.01%
670
674
$52K 0.01%
400
675
$51.7K 0.01%
399
25 26
27
28 29