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
51
$4.35M 0.44%
14,722
+143
52
$4.27M 0.43%
54,141
+5,799
53
$4.26M 0.43%
76,835
-2,620
54
$4.22M 0.43%
64,669
-10,453
55
$4.06M 0.41%
174,098
-3,332
56
$4.01M 0.41%
91,178
+7,524
57
$3.83M 0.39%
75,069
-31,260
58
$3.79M 0.38%
185,042
+746
59
$3.59M 0.36%
252,235
-7,958
60
$3.54M 0.36%
80,044
-4,417
61
$3.44M 0.35%
56,332
-1,572
62
$3.43M 0.35%
89,691
-1,445
63
$3.39M 0.34%
30,399
+1,753
64
$3.32M 0.34%
41,426
-3,477
65
$3.25M 0.33%
60,232
+7,733
66
$3.24M 0.33%
114,326
+111,425
67
$3.11M 0.32%
67,748
+1,402
68
$3.1M 0.31%
86,381
-5,718
69
$3.08M 0.31%
+57,382
70
$3M 0.3%
35,783
+2,123
71
$2.99M 0.3%
97,833
+97,473
72
$2.93M 0.3%
69,291
-13,555
73
$2.91M 0.3%
111,584
-21,728
74
$2.86M 0.29%
11,835
+1,514
75
$2.8M 0.28%
30,428
-275
1 2
3
4 5