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
101
$1.98M 0.2%
7,621
+1,188
102
$1.95M 0.2%
76,902
+34,539
103
$1.89M 0.19%
25,078
-493
104
$1.89M 0.19%
83,513
-3,914
105
$1.84M 0.19%
692,812
-49,169
106
$1.81M 0.18%
35,133
+500
107
$1.78M 0.18%
13,869
-320
108
$1.76M 0.18%
8,240
-317
109
$1.75M 0.18%
7,038
-50
110
$1.72M 0.17%
18,257
-3,766
111
$1.7M 0.17%
35,846
-418
112
$1.7M 0.17%
45,922
+348
113
$1.69M 0.17%
32,668
-4,936
114
$1.68M 0.17%
8,738
-76
115
$1.65M 0.17%
32,047
+379
116
$1.64M 0.17%
31,469
+3,846
117
$1.63M 0.17%
26,522
+333
118
$1.63M 0.17%
19,781
+1,708
119
$1.62M 0.16%
5,609
-90
120
$1.58M 0.16%
9,266
+548
121
$1.56M 0.16%
17,533
+420
122
$1.49M 0.15%
15,134
-200
123
$1.49M 0.15%
34,444
-4,126
124
$1.49M 0.15%
5,738
-242
125
$1.49M 0.15%
4,174
+1,078
3 4
5
6 7