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
751
$37.5K ﹤0.01%
325
752
$37.4K ﹤0.01%
715
753
$37.3K ﹤0.01%
647
754
$36.7K ﹤0.01%
1,000
755
$36.6K ﹤0.01%
1,745
+468
756
$36.1K ﹤0.01%
1,000
757
$35.8K ﹤0.01%
470
758
$35.7K ﹤0.01%
1,094
759
$35.1K ﹤0.01%
75
760
$34.9K ﹤0.01%
30
761
$34.9K ﹤0.01%
1,000
762
$34.8K ﹤0.01%
46
+15
763
$34.8K ﹤0.01%
1,034
764
$34.8K ﹤0.01%
338
+34
765
$34.6K ﹤0.01%
+680
766
$34.6K ﹤0.01%
1,863
+663
767
$34.5K ﹤0.01%
146
+111
768
$34.4K ﹤0.01%
474
+100
769
$34.3K ﹤0.01%
333
+1
770
$34.3K ﹤0.01%
629
+6
771
$34.3K ﹤0.01%
+943
772
$34.1K ﹤0.01%
196
-329
773
$34K ﹤0.01%
+1,002
774
$33.9K ﹤0.01%
1,000
775
$33.8K ﹤0.01%
82
+46
29 30
31
32 33