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
926
$19.2K ﹤0.01%
2,000
+500
927
$19.1K ﹤0.01%
333
+35
928
$19.1K ﹤0.01%
216
929
$19K ﹤0.01%
677
930
$19K ﹤0.01%
242
-10
931
$19K ﹤0.01%
1,906
+33
932
$18.9K ﹤0.01%
1,100
-300
933
$18.8K ﹤0.01%
118
934
$18.8K ﹤0.01%
524
935
$18.7K ﹤0.01%
1,500
936
$18.7K ﹤0.01%
397
+67
937
$18.5K ﹤0.01%
954
938
$18.5K ﹤0.01%
306
+31
939
$18.3K ﹤0.01%
528
-24,278
940
$18.2K ﹤0.01%
+800
941
$18.2K ﹤0.01%
2,363
942
$18.2K ﹤0.01%
143
+53
943
$18.1K ﹤0.01%
208
944
$18.1K ﹤0.01%
1,032
945
$18K ﹤0.01%
+600
946
$18K ﹤0.01%
63
947
$18K ﹤0.01%
100
948
$17.8K ﹤0.01%
850
949
$17.7K ﹤0.01%
509
+15
950
$17.7K ﹤0.01%
1,091
+511
36 37
38
39 40