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
851
$25.6K ﹤0.01%
149
852
$25.6K ﹤0.01%
+3,300
853
$25.5K ﹤0.01%
392
854
$25.3K ﹤0.01%
1,150
-12
855
$25.2K ﹤0.01%
317
856
$25.1K ﹤0.01%
474
+2
857
$25.1K ﹤0.01%
233
+106
858
$25K ﹤0.01%
487
859
$24.9K ﹤0.01%
+1,667
860
$24.9K ﹤0.01%
681
861
$24.7K ﹤0.01%
90
+30
862
$24.6K ﹤0.01%
460
863
$24.6K ﹤0.01%
223
+25
864
$24.4K ﹤0.01%
501
-790
865
$24.3K ﹤0.01%
2,836
+31
866
$24.1K ﹤0.01%
+650
867
$24K ﹤0.01%
1,110
868
$23.9K ﹤0.01%
100
869
$23.9K ﹤0.01%
100
-125
870
$23.8K ﹤0.01%
200
871
$23.8K ﹤0.01%
776
+111
872
$23.8K ﹤0.01%
203
873
$23.7K ﹤0.01%
+233
874
$23.7K ﹤0.01%
45
-300
875
$23.6K ﹤0.01%
305
+105
33 34
35
36 37