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
1151
$8.19K ﹤0.01%
107
1152
$8.13K ﹤0.01%
104
1153
$8.08K ﹤0.01%
282
+1
1154
$8.03K ﹤0.01%
1,270
1155
$7.96K ﹤0.01%
300
1156
$7.95K ﹤0.01%
192
+2
1157
$7.89K ﹤0.01%
+458
1158
$7.88K ﹤0.01%
464
1159
$7.86K ﹤0.01%
+240
1160
$7.85K ﹤0.01%
60
+6
1161
$7.83K ﹤0.01%
235
1162
$7.82K ﹤0.01%
642
1163
$7.81K ﹤0.01%
253
-1,199
1164
$7.76K ﹤0.01%
303
1165
$7.74K ﹤0.01%
14
1166
$7.7K ﹤0.01%
+90
1167
$7.65K ﹤0.01%
120
1168
$7.61K ﹤0.01%
+450
1169
$7.61K ﹤0.01%
225
-14
1170
$7.54K ﹤0.01%
523
-250
1171
$7.52K ﹤0.01%
40
1172
$7.45K ﹤0.01%
195
-1,710
1173
$7.44K ﹤0.01%
400
1174
$7.43K ﹤0.01%
176
1175
$7.43K ﹤0.01%
163
+145
45 46
47
48 49