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
1326
$3.64K ﹤0.01%
565
1327
$3.61K ﹤0.01%
+50
1328
$3.57K ﹤0.01%
53
1329
$3.55K ﹤0.01%
140
-125
1330
$3.51K ﹤0.01%
109
1331
$3.5K ﹤0.01%
+50
1332
$3.46K ﹤0.01%
18
1333
$3.43K ﹤0.01%
45
-402
1334
$3.43K ﹤0.01%
95
1335
$3.42K ﹤0.01%
111
1336
$3.42K ﹤0.01%
120
1337
$3.33K ﹤0.01%
50
1338
$3.27K ﹤0.01%
+96
1339
$3.27K ﹤0.01%
57
1340
$3.26K ﹤0.01%
190
1341
$3.24K ﹤0.01%
25
1342
$3.23K ﹤0.01%
23
1343
$3.22K ﹤0.01%
170
+160
1344
$3.2K ﹤0.01%
375
1345
$3.2K ﹤0.01%
+106
1346
$3.19K ﹤0.01%
10,000
1347
$3.17K ﹤0.01%
168
1348
$3.15K ﹤0.01%
140
1349
$3.12K ﹤0.01%
+55
1350
$3.1K ﹤0.01%
12
52 53
54
55 56