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
901
$21.5K ﹤0.01%
944
+3
902
$21.3K ﹤0.01%
1,000
903
$21.3K ﹤0.01%
1,000
904
$21.3K ﹤0.01%
300
+40
905
$21.2K ﹤0.01%
500
906
$21.2K ﹤0.01%
738
+172
907
$21.1K ﹤0.01%
347
908
$21K ﹤0.01%
1,042
909
$21K ﹤0.01%
315
-25
910
$20.9K ﹤0.01%
770
911
$20.8K ﹤0.01%
550
+350
912
$20.6K ﹤0.01%
+357
913
$20.6K ﹤0.01%
+500
914
$20.5K ﹤0.01%
355
915
$20.4K ﹤0.01%
450
916
$20.4K ﹤0.01%
241
917
$20.3K ﹤0.01%
941
+7
918
$20.2K ﹤0.01%
500
+62
919
$20.2K ﹤0.01%
279
920
$19.8K ﹤0.01%
500
921
$19.7K ﹤0.01%
1,758
922
$19.5K ﹤0.01%
1,001
+7
923
$19.5K ﹤0.01%
111
924
$19.4K ﹤0.01%
35
-4
925
$19.3K ﹤0.01%
98
-11
35 36
37
38 39