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
1101
$9.8K ﹤0.01%
1,115
1102
$9.65K ﹤0.01%
309
1103
$9.61K ﹤0.01%
+200
1104
$9.56K ﹤0.01%
786
-91
1105
$9.53K ﹤0.01%
33
1106
$9.52K ﹤0.01%
151
1107
$9.47K ﹤0.01%
178
1108
$9.45K ﹤0.01%
175
+15
1109
$9.36K ﹤0.01%
258
+3
1110
$9.36K ﹤0.01%
16
1111
$9.33K ﹤0.01%
116
1112
$9.25K ﹤0.01%
411
+4
1113
$9.13K ﹤0.01%
75
1114
$9.11K ﹤0.01%
255
1115
$9.07K ﹤0.01%
232
-7
1116
$9.07K ﹤0.01%
211
1117
$9.04K ﹤0.01%
2,000
1118
$9.02K ﹤0.01%
39
1119
$8.96K ﹤0.01%
1,088
+53
1120
$8.95K ﹤0.01%
110
1121
$8.94K ﹤0.01%
108
-99
1122
$8.94K ﹤0.01%
107
+64
1123
$8.94K ﹤0.01%
189
-31
1124
$8.9K ﹤0.01%
+1,000
1125
$8.86K ﹤0.01%
145
+1
43 44
45
46 47