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
1201
$6.62K ﹤0.01%
+106
1202
$6.59K ﹤0.01%
160
1203
$6.56K ﹤0.01%
224
-91
1204
$6.55K ﹤0.01%
121
1205
$6.52K ﹤0.01%
97
1206
$6.49K ﹤0.01%
140
+2
1207
$6.47K ﹤0.01%
58
1208
$6.44K ﹤0.01%
112
1209
$6.43K ﹤0.01%
250
1210
$6.4K ﹤0.01%
885
1211
$6.37K ﹤0.01%
227
1212
$6.31K ﹤0.01%
20
1213
$6.31K ﹤0.01%
92
+50
1214
$6.3K ﹤0.01%
1,230
1215
$6.27K ﹤0.01%
512
+1
1216
$6.26K ﹤0.01%
314
-400
1217
$6.19K ﹤0.01%
20
1218
$6.17K ﹤0.01%
361
1219
$6.13K ﹤0.01%
41
1220
$6.13K ﹤0.01%
261
1221
$6.12K ﹤0.01%
40
1222
$6.07K ﹤0.01%
+250
1223
$6.07K ﹤0.01%
5
1224
$6.04K ﹤0.01%
+92
1225
$6.01K ﹤0.01%
137