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
1276
$4.68K ﹤0.01%
75
1277
$4.65K ﹤0.01%
39
1278
$4.6K ﹤0.01%
100
1279
$4.56K ﹤0.01%
39
1280
$4.52K ﹤0.01%
+65
1281
$4.5K ﹤0.01%
38
1282
$4.46K ﹤0.01%
152
1283
$4.42K ﹤0.01%
139
1284
$4.41K ﹤0.01%
135
1285
$4.39K ﹤0.01%
57
-140
1286
$4.37K ﹤0.01%
15
1287
$4.34K ﹤0.01%
132
-108
1288
$4.26K ﹤0.01%
92
-46
1289
$4.25K ﹤0.01%
115
-57
1290
$4.22K ﹤0.01%
+106
1291
$4.2K ﹤0.01%
209
-67
1292
$4.2K ﹤0.01%
13
1293
$4.2K ﹤0.01%
48
1294
$4.17K ﹤0.01%
108
1295
$4.17K ﹤0.01%
+102
1296
$4.17K ﹤0.01%
104
1297
$4.17K ﹤0.01%
+75
1298
$4.15K ﹤0.01%
39
1299
$4.14K ﹤0.01%
38
1300
$4.14K ﹤0.01%
41
50 51
52
53 54