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
726
$42.8K ﹤0.01%
590
+6
727
$42.7K ﹤0.01%
605
+113
728
$42.6K ﹤0.01%
656
+10
729
$42.4K ﹤0.01%
1,678
+25
730
$42.3K ﹤0.01%
1,528
+58
731
$41.9K ﹤0.01%
553
+2
732
$41.6K ﹤0.01%
639
+131
733
$41.5K ﹤0.01%
209
734
$41.5K ﹤0.01%
743
735
$41.2K ﹤0.01%
1,260
+131
736
$40.9K ﹤0.01%
322
737
$40.8K ﹤0.01%
1,843
738
$40.6K ﹤0.01%
298
+104
739
$40.5K ﹤0.01%
25,003
+1,125
740
$40.4K ﹤0.01%
+827
741
$40.3K ﹤0.01%
708
+3
742
$39.6K ﹤0.01%
390
+1
743
$39.5K ﹤0.01%
1,456
+136
744
$39.2K ﹤0.01%
253
+2
745
$38.4K ﹤0.01%
2,666
+1,763
746
$38.2K ﹤0.01%
1,651
-217
747
$37.8K ﹤0.01%
2,811
+611
748
$37.7K ﹤0.01%
402
-29
749
$37.6K ﹤0.01%
786
+286
750
$37.5K ﹤0.01%
201
-634
28 29
30
31 32