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
826
$28.3K ﹤0.01%
449
-2,774
827
$28.2K ﹤0.01%
114
828
$28.2K ﹤0.01%
553
+400
829
$28.1K ﹤0.01%
637
+75
830
$28K ﹤0.01%
147
-150
831
$27.5K ﹤0.01%
61
+13
832
$27.3K ﹤0.01%
108
833
$27.2K ﹤0.01%
688
834
$27.2K ﹤0.01%
494
-356
835
$27.1K ﹤0.01%
175
+33
836
$27K ﹤0.01%
135
+20
837
$26.8K ﹤0.01%
2,310
+42
838
$26.8K ﹤0.01%
266
-99
839
$26.7K ﹤0.01%
599
840
$26.5K ﹤0.01%
994
841
$26.5K ﹤0.01%
548
+75
842
$26.4K ﹤0.01%
301
-182
843
$26.3K ﹤0.01%
633
844
$26.2K ﹤0.01%
398
-100
845
$26.1K ﹤0.01%
2,169
846
$26.1K ﹤0.01%
150
+15
847
$25.9K ﹤0.01%
+1,000
848
$25.8K ﹤0.01%
542
849
$25.7K ﹤0.01%
695
+74
850
$25.7K ﹤0.01%
693
+45
32 33
34
35 36