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
1001
$13.9K ﹤0.01%
150
-1,725
1002
$13.8K ﹤0.01%
1,717
1003
$13.8K ﹤0.01%
27
1004
$13.8K ﹤0.01%
153
1005
$13.8K ﹤0.01%
374
+2
1006
$13.5K ﹤0.01%
424
1007
$13.5K ﹤0.01%
45
+5
1008
$13.5K ﹤0.01%
27
1009
$13.4K ﹤0.01%
300
1010
$13.3K ﹤0.01%
164
-258
1011
$13.3K ﹤0.01%
507
1012
$13.3K ﹤0.01%
167
-4
1013
$13.3K ﹤0.01%
29
1014
$13.1K ﹤0.01%
166
1015
$13.1K ﹤0.01%
244
-270
1016
$13K ﹤0.01%
150
1017
$12.9K ﹤0.01%
+50
1018
$12.9K ﹤0.01%
422
1019
$12.6K ﹤0.01%
720
-30
1020
$12.6K ﹤0.01%
1,104
-630
1021
$12.5K ﹤0.01%
300
1022
$12.5K ﹤0.01%
690
1023
$12.5K ﹤0.01%
211
1024
$12.4K ﹤0.01%
172
+2
1025
$12.4K ﹤0.01%
29
39 40
41
42 43