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
1401
$2.4K ﹤0.01%
+120
1402
$2.39K ﹤0.01%
+286
1403
$2.38K ﹤0.01%
+24
1404
$2.38K ﹤0.01%
54
1405
$2.36K ﹤0.01%
100
1406
$2.35K ﹤0.01%
1,314
1407
$2.33K ﹤0.01%
88
+2
1408
$2.32K ﹤0.01%
222
1409
$2.31K ﹤0.01%
47
1410
$2.29K ﹤0.01%
11
1411
$2.29K ﹤0.01%
108
1412
$2.28K ﹤0.01%
75
1413
$2.23K ﹤0.01%
1,500
1414
$2.19K ﹤0.01%
+100
1415
$2.19K ﹤0.01%
42
1416
$2.19K ﹤0.01%
288
1417
$2.18K ﹤0.01%
51
-60
1418
$2.18K ﹤0.01%
56
1419
$2.16K ﹤0.01%
42
+1
1420
$2.13K ﹤0.01%
22
1421
$2.12K ﹤0.01%
27
1422
$2.09K ﹤0.01%
1,000
1423
$2.07K ﹤0.01%
26
1424
$2.07K ﹤0.01%
100
-1,400
1425
$2.07K ﹤0.01%
100
55 56
57
58 59