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
1176
$7.41K ﹤0.01%
1,650
+150
1177
$7.36K ﹤0.01%
66
1178
$7.3K ﹤0.01%
328
-313
1179
$7.3K ﹤0.01%
+100
1180
$7.29K ﹤0.01%
59
1181
$7.26K ﹤0.01%
150
1182
$7.22K ﹤0.01%
201
+1
1183
$7.2K ﹤0.01%
+100
1184
$7.17K ﹤0.01%
121
1185
$7.14K ﹤0.01%
1,315
+650
1186
$7.07K ﹤0.01%
478
+323
1187
$7.06K ﹤0.01%
241
1188
$6.99K ﹤0.01%
184
-2,013
1189
$6.96K ﹤0.01%
210
1190
$6.86K ﹤0.01%
+83
1191
$6.85K ﹤0.01%
50
1192
$6.84K ﹤0.01%
90
-104
1193
$6.83K ﹤0.01%
97
1194
$6.77K ﹤0.01%
78
1195
$6.76K ﹤0.01%
+30
1196
$6.76K ﹤0.01%
1,046
1197
$6.75K ﹤0.01%
17
1198
$6.75K ﹤0.01%
60
1199
$6.66K ﹤0.01%
76
1200
$6.65K ﹤0.01%
109
-149
46 47
48
49 50