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
1226
$6K ﹤0.01%
226
1227
$5.99K ﹤0.01%
297
-531
1228
$5.93K ﹤0.01%
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1230
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1231
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1232
$5.92K ﹤0.01%
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+2
1233
$5.89K ﹤0.01%
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1234
$5.85K ﹤0.01%
40
1235
$5.81K ﹤0.01%
+10
1236
$5.8K ﹤0.01%
10
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$5.72K ﹤0.01%
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1238
$5.68K ﹤0.01%
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1239
$5.64K ﹤0.01%
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1240
$5.62K ﹤0.01%
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1241
$5.6K ﹤0.01%
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+2
1242
$5.59K ﹤0.01%
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1243
$5.55K ﹤0.01%
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1244
$5.52K ﹤0.01%
200
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1245
$5.51K ﹤0.01%
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1246
$5.49K ﹤0.01%
507
+25
1247
$5.47K ﹤0.01%
55
1248
$5.4K ﹤0.01%
3,800
1249
$5.39K ﹤0.01%
177
+1
1250
$5.26K ﹤0.01%
190