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
676
$51.3K 0.01%
1,855
-20
677
$51.1K 0.01%
750
678
$50.8K 0.01%
1,584
-775
679
$50.5K 0.01%
442
680
$50.4K 0.01%
1,500
681
$50.3K 0.01%
+1,600
682
$50.1K 0.01%
868
+850
683
$50.1K 0.01%
+305
684
$49.7K 0.01%
970
+12
685
$49.6K 0.01%
1,968
+11
686
$49.6K 0.01%
159
+10
687
$49.5K 0.01%
1,202
688
$49.3K 0.01%
61
+1
689
$49.1K 0.01%
931
-11
690
$49K 0.01%
2,300
+433
691
$48.7K ﹤0.01%
+1,874
692
$48.6K ﹤0.01%
1,428
+3
693
$47.8K ﹤0.01%
1,250
694
$47.6K ﹤0.01%
+1,752
695
$47.5K ﹤0.01%
450
696
$47.1K ﹤0.01%
805
697
$47.1K ﹤0.01%
760
+114
698
$46.7K ﹤0.01%
+1,936
699
$46.6K ﹤0.01%
635
700
$46.6K ﹤0.01%
1,851
26 27
28
29 30