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
1026
$12.4K ﹤0.01%
386
1027
$12.4K ﹤0.01%
624
-208
1028
$12.3K ﹤0.01%
+230
1029
$12.3K ﹤0.01%
270
1030
$12.1K ﹤0.01%
300
1031
$12.1K ﹤0.01%
692
1032
$12K ﹤0.01%
500
1033
$12K ﹤0.01%
73
1034
$12K ﹤0.01%
207
1035
$12K ﹤0.01%
99
-109
1036
$12K ﹤0.01%
500
1037
$11.9K ﹤0.01%
342
1038
$11.8K ﹤0.01%
259
+34
1039
$11.8K ﹤0.01%
164
-706
1040
$11.7K ﹤0.01%
+173
1041
$11.7K ﹤0.01%
255
+175
1042
$11.6K ﹤0.01%
3,550
+500
1043
$11.6K ﹤0.01%
+250
1044
$11.6K ﹤0.01%
505
1045
$11.6K ﹤0.01%
1,319
+319
1046
$11.6K ﹤0.01%
200
1047
$11.5K ﹤0.01%
35
1048
$11.4K ﹤0.01%
75
1049
$11.4K ﹤0.01%
+600
1050
$11.4K ﹤0.01%
150
-50
40 41
42
43 44