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
951
$17.4K ﹤0.01%
752
+165
952
$17.4K ﹤0.01%
634
953
$17.4K ﹤0.01%
3,200
+1,667
954
$17.4K ﹤0.01%
818
-884
955
$17.3K ﹤0.01%
293
+2
956
$17.2K ﹤0.01%
130
957
$17K ﹤0.01%
236
-326
958
$17K ﹤0.01%
+1,479
959
$16.9K ﹤0.01%
372
+10
960
$16.9K ﹤0.01%
693
961
$16.7K ﹤0.01%
+100
962
$16.7K ﹤0.01%
131
963
$16.7K ﹤0.01%
425
-614
964
$16.4K ﹤0.01%
300
965
$16.4K ﹤0.01%
118
966
$16.3K ﹤0.01%
630
967
$16.3K ﹤0.01%
238
+236
968
$16.2K ﹤0.01%
140
+90
969
$16.2K ﹤0.01%
352
970
$16.1K ﹤0.01%
353
-121
971
$16.1K ﹤0.01%
133
972
$16.1K ﹤0.01%
366
+215
973
$16K ﹤0.01%
350
974
$16K ﹤0.01%
3,550
-2,100
975
$15.9K ﹤0.01%
300
37 38
39
40 41