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
1301
$4.14K ﹤0.01%
383
1302
$4.1K ﹤0.01%
20
1303
$4.09K ﹤0.01%
106
1304
$4.09K ﹤0.01%
54
1305
$4.09K ﹤0.01%
18
1306
$4.08K ﹤0.01%
+250
1307
$4.07K ﹤0.01%
+100
1308
$4.06K ﹤0.01%
59
+1
1309
$4.01K ﹤0.01%
+69
1310
$3.98K ﹤0.01%
135
1311
$3.98K ﹤0.01%
400
1312
$3.95K ﹤0.01%
454
+156
1313
$3.92K ﹤0.01%
67
+21
1314
$3.89K ﹤0.01%
+113
1315
$3.87K ﹤0.01%
75
1316
$3.87K ﹤0.01%
+47
1317
$3.84K ﹤0.01%
19
1318
$3.81K ﹤0.01%
60
1319
$3.79K ﹤0.01%
31
1320
$3.79K ﹤0.01%
60
1321
$3.78K ﹤0.01%
140
1322
$3.71K ﹤0.01%
106
+4
1323
$3.68K ﹤0.01%
126
1324
$3.67K ﹤0.01%
51
+3
1325
$3.66K ﹤0.01%
37
+20
51 52
53
54 55