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
1051
$11.3K ﹤0.01%
140
1052
$11.3K ﹤0.01%
124
1053
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272
1054
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321
+1
1055
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1056
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142
1057
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640
-31
1058
$11.2K ﹤0.01%
50
1059
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226
1060
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285
1061
$11.1K ﹤0.01%
1,700
1062
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117
-276
1063
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88
1064
$11.1K ﹤0.01%
220
1065
$10.9K ﹤0.01%
459
1066
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126
+1
1067
$10.8K ﹤0.01%
62
1068
$10.8K ﹤0.01%
32
1069
$10.8K ﹤0.01%
581
1070
$10.8K ﹤0.01%
+200
1071
$10.8K ﹤0.01%
136
1072
$10.7K ﹤0.01%
+705
1073
$10.7K ﹤0.01%
45
1074
$10.7K ﹤0.01%
811
1075
$10.7K ﹤0.01%
277
+4