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
1351
$3.04K ﹤0.01%
22
1352
$3.04K ﹤0.01%
3
1353
$3.03K ﹤0.01%
199
1354
$3.03K ﹤0.01%
35
1355
$3.03K ﹤0.01%
+31
1356
$3.01K ﹤0.01%
+128
1357
$2.99K ﹤0.01%
15
1358
$2.98K ﹤0.01%
100
1359
$2.98K ﹤0.01%
217
+200
1360
$2.97K ﹤0.01%
85
-80
1361
$2.94K ﹤0.01%
75
1362
$2.94K ﹤0.01%
62
1363
$2.93K ﹤0.01%
75
+67
1364
$2.93K ﹤0.01%
29
1365
$2.9K ﹤0.01%
150
1366
$2.84K ﹤0.01%
38
1367
$2.84K ﹤0.01%
37
1368
$2.83K ﹤0.01%
198
1369
$2.83K ﹤0.01%
64
1370
$2.81K ﹤0.01%
+46
1371
$2.81K ﹤0.01%
25
-131
1372
$2.79K ﹤0.01%
34
1373
$2.77K ﹤0.01%
68
1374
$2.77K ﹤0.01%
+100
1375
$2.74K ﹤0.01%
10
53 54
55
56 57