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 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
876
$23.5K ﹤0.01%
200
877
$23.5K ﹤0.01%
227
+70
878
$23.5K ﹤0.01%
845
879
$23.4K ﹤0.01%
164
880
$23.3K ﹤0.01%
832
+12
881
$23.3K ﹤0.01%
105
882
$23.2K ﹤0.01%
800
883
$23K ﹤0.01%
1,287
+1,212
884
$22.7K ﹤0.01%
437
885
$22.7K ﹤0.01%
+1,072
886
$22.6K ﹤0.01%
402
+400
887
$22.6K ﹤0.01%
338
888
$22.5K ﹤0.01%
175
889
$22.1K ﹤0.01%
821
-22
890
$22.1K ﹤0.01%
326
+69
891
$22K ﹤0.01%
748
892
$21.9K ﹤0.01%
174
893
$21.9K ﹤0.01%
35
894
$21.9K ﹤0.01%
910
+32
895
$21.8K ﹤0.01%
726
-83
896
$21.7K ﹤0.01%
850
897
$21.7K ﹤0.01%
330
+238
898
$21.7K ﹤0.01%
393
+4
899
$21.6K ﹤0.01%
600
900
$21.6K ﹤0.01%
851
+2