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
76
$2.78M 0.28%
11,967
-206
77
$2.76M 0.28%
19,746
+240
78
$2.75M 0.28%
63,476
+7,529
79
$2.73M 0.28%
72,497
+2,565
80
$2.71M 0.28%
76,685
+1,801
81
$2.69M 0.27%
66,298
-5,509
82
$2.61M 0.27%
22,718
+1,950
83
$2.57M 0.26%
5,389
+1,495
84
$2.39M 0.24%
44,426
-594
85
$2.39M 0.24%
24,538
-462
86
$2.35M 0.24%
28,971
+2,379
87
$2.31M 0.23%
46,600
+1,380
88
$2.3M 0.23%
57,343
-20,944
89
$2.22M 0.23%
44,111
-55,267
90
$2.21M 0.22%
22,814
+15
91
$2.19M 0.22%
58,318
+8,787
92
$2.15M 0.22%
46,617
+1,781
93
$2.15M 0.22%
10,241
-219
94
$2.15M 0.22%
14,590
+1,177
95
$2.15M 0.22%
11,921
+352
96
$2.14M 0.22%
9,519
-272
97
$2.08M 0.21%
85,212
-5,224
98
$2.08M 0.21%
83,912
+83,067
99
$2.06M 0.21%
39,087
+1,865
100
$2.02M 0.21%
67,717
+1,794
2 3
4
5 6