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
1376
$2.73K ﹤0.01%
31
1377
$2.71K ﹤0.01%
25
1378
$2.71K ﹤0.01%
100
1379
$2.7K ﹤0.01%
100
1380
$2.7K ﹤0.01%
150
1381
$2.69K ﹤0.01%
45
1382
$2.67K ﹤0.01%
80
1383
$2.67K ﹤0.01%
19
1384
$2.65K ﹤0.01%
+124
1385
$2.65K ﹤0.01%
90
1386
$2.64K ﹤0.01%
6
1387
$2.63K ﹤0.01%
145
1388
$2.57K ﹤0.01%
97
1389
$2.55K ﹤0.01%
52
1390
$2.53K ﹤0.01%
13
1391
$2.52K ﹤0.01%
135
1392
$2.51K ﹤0.01%
19
1393
$2.5K ﹤0.01%
130
1394
$2.47K ﹤0.01%
16
1395
$2.44K ﹤0.01%
10
1396
$2.44K ﹤0.01%
+167
1397
$2.42K ﹤0.01%
115
-65
1398
$2.42K ﹤0.01%
3
1399
$2.42K ﹤0.01%
54
1400
$2.4K ﹤0.01%
+46
54 55
56
57 58