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
801
$31.1K ﹤0.01%
334
+6
802
$31K ﹤0.01%
+1,039
803
$30.9K ﹤0.01%
2,149
804
$30.9K ﹤0.01%
281
-730
805
$30.8K ﹤0.01%
735
-788
806
$30.7K ﹤0.01%
900
807
$30.7K ﹤0.01%
1,852
808
$30.5K ﹤0.01%
626
809
$30.5K ﹤0.01%
233
-1,116
810
$30.5K ﹤0.01%
748
811
$30.4K ﹤0.01%
356
812
$30.3K ﹤0.01%
775
+557
813
$30.2K ﹤0.01%
2,268
+122
814
$30.1K ﹤0.01%
586
+33
815
$30K ﹤0.01%
600
816
$29.8K ﹤0.01%
213
817
$29.7K ﹤0.01%
275
-1,669
818
$29.5K ﹤0.01%
825
-360
819
$29.2K ﹤0.01%
396
+2
820
$29.1K ﹤0.01%
806
821
$29K ﹤0.01%
146
822
$28.9K ﹤0.01%
+315
823
$28.7K ﹤0.01%
208
+1
824
$28.7K ﹤0.01%
602
-250
825
$28.3K ﹤0.01%
299
31 32
33
34 35