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
976
$15.8K ﹤0.01%
+236
977
$15.8K ﹤0.01%
+255
978
$15.5K ﹤0.01%
+3,696
979
$15.4K ﹤0.01%
+400
980
$15.2K ﹤0.01%
800
981
$15.1K ﹤0.01%
130
+9
982
$14.9K ﹤0.01%
126
+14
983
$14.8K ﹤0.01%
90
984
$14.8K ﹤0.01%
350
985
$14.8K ﹤0.01%
252
986
$14.8K ﹤0.01%
166
+18
987
$14.8K ﹤0.01%
415
-662
988
$14.7K ﹤0.01%
480
989
$14.7K ﹤0.01%
291
990
$14.7K ﹤0.01%
353
+11
991
$14.5K ﹤0.01%
+500
992
$14.2K ﹤0.01%
130
-18
993
$14.1K ﹤0.01%
157
+25
994
$14.1K ﹤0.01%
458
+8
995
$14K ﹤0.01%
700
996
$14K ﹤0.01%
165
997
$14K ﹤0.01%
61
998
$14K ﹤0.01%
154
+1
999
$14K ﹤0.01%
46
1000
$14K ﹤0.01%
+400