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
776
$33.8K ﹤0.01%
+305
777
$33.8K ﹤0.01%
837
-35
778
$33.5K ﹤0.01%
780
779
$33.5K ﹤0.01%
437
+400
780
$33.4K ﹤0.01%
203
+31
781
$33.3K ﹤0.01%
+243
782
$33.1K ﹤0.01%
1,876
+127
783
$33K ﹤0.01%
+1,243
784
$32.7K ﹤0.01%
665
+300
785
$32.6K ﹤0.01%
+1,435
786
$32.6K ﹤0.01%
+894
787
$32.4K ﹤0.01%
311
+162
788
$32.3K ﹤0.01%
2,360
+888
789
$32.3K ﹤0.01%
648
+18
790
$32.2K ﹤0.01%
2,801
791
$32.2K ﹤0.01%
324
+10
792
$31.9K ﹤0.01%
62
793
$31.7K ﹤0.01%
879
+50
794
$31.6K ﹤0.01%
976
795
$31.5K ﹤0.01%
166
-65
796
$31.4K ﹤0.01%
547
797
$31.4K ﹤0.01%
335
+200
798
$31.3K ﹤0.01%
472
799
$31.3K ﹤0.01%
650
800
$31.2K ﹤0.01%
+550
30 31
32
33 34