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
1251
$5.19K ﹤0.01%
29
1252
$5.18K ﹤0.01%
+101
1253
$5.13K ﹤0.01%
100
1254
$5.12K ﹤0.01%
59
1255
$5.1K ﹤0.01%
+210
1256
$5.1K ﹤0.01%
52
1257
$5.09K ﹤0.01%
91
+1
1258
$5.06K ﹤0.01%
120
1259
$5.06K ﹤0.01%
135
-85
1260
$5K ﹤0.01%
33
1261
$4.96K ﹤0.01%
+378
1262
$4.93K ﹤0.01%
83
1263
$4.92K ﹤0.01%
892
1264
$4.91K ﹤0.01%
14
-6
1265
$4.9K ﹤0.01%
130
1266
$4.87K ﹤0.01%
200
1267
$4.86K ﹤0.01%
59
1268
$4.83K ﹤0.01%
+2,055
1269
$4.81K ﹤0.01%
79
+1
1270
$4.77K ﹤0.01%
105
1271
$4.77K ﹤0.01%
87
1272
$4.76K ﹤0.01%
119
1273
$4.72K ﹤0.01%
41
1274
$4.69K ﹤0.01%
122
1275
$4.68K ﹤0.01%
+50
49 50
51
52 53