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
701
$46.5K ﹤0.01%
316
-49
702
$46.3K ﹤0.01%
+1,571
703
$46.3K ﹤0.01%
12,322
+217
704
$46.3K ﹤0.01%
1,121
705
$46.1K ﹤0.01%
2,033
706
$46.1K ﹤0.01%
+1,618
707
$46.1K ﹤0.01%
13
+1
708
$46K ﹤0.01%
1,050
+240
709
$45.9K ﹤0.01%
596
+285
710
$45.9K ﹤0.01%
479
711
$45.8K ﹤0.01%
1,250
712
$45.6K ﹤0.01%
451
+72
713
$45.3K ﹤0.01%
+452
714
$45.1K ﹤0.01%
473
-26
715
$45K ﹤0.01%
1,242
716
$44.8K ﹤0.01%
1,270
-550
717
$44.7K ﹤0.01%
2,189
718
$44.7K ﹤0.01%
1,782
-926
719
$44.5K ﹤0.01%
1,416
-1,498
720
$44.3K ﹤0.01%
1,570
721
$43.9K ﹤0.01%
1,250
722
$43.8K ﹤0.01%
1,678
+51
723
$43.6K ﹤0.01%
2,027
724
$43K ﹤0.01%
1,156
+4
725
$43K ﹤0.01%
413
+2
27 28
29
30 31