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
1076
$10.7K ﹤0.01%
74
1077
$10.7K ﹤0.01%
203
-15
1078
$10.6K ﹤0.01%
+331
1079
$10.6K ﹤0.01%
100
1080
$10.5K ﹤0.01%
315
1081
$10.5K ﹤0.01%
104
1082
$10.4K ﹤0.01%
+1,050
1083
$10.4K ﹤0.01%
435
-315
1084
$10.4K ﹤0.01%
+648
1085
$10.4K ﹤0.01%
2,000
1086
$10.3K ﹤0.01%
200
1087
$10.3K ﹤0.01%
330
1088
$10.3K ﹤0.01%
431
-379
1089
$10.2K ﹤0.01%
78
+52
1090
$10.2K ﹤0.01%
700
1091
$10.2K ﹤0.01%
28
1092
$10.1K ﹤0.01%
117
1093
$10.1K ﹤0.01%
80
1094
$10.1K ﹤0.01%
387
1095
$10.1K ﹤0.01%
+120
1096
$10K ﹤0.01%
+169
1097
$9.98K ﹤0.01%
+221
1098
$9.94K ﹤0.01%
7
-63
1099
$9.91K ﹤0.01%
2,777
1100
$9.87K ﹤0.01%
200
+100
42 43
44
45 46