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
1426
$2.04K ﹤0.01%
33
+1
1427
$2K ﹤0.01%
100
1428
$1.99K ﹤0.01%
+107
1429
$1.98K ﹤0.01%
6
1430
$1.95K ﹤0.01%
400
1431
$1.94K ﹤0.01%
200
1432
$1.92K ﹤0.01%
+11
1433
$1.92K ﹤0.01%
64
1434
$1.92K ﹤0.01%
+115
1435
$1.9K ﹤0.01%
+125
1436
$1.89K ﹤0.01%
+100
1437
$1.88K ﹤0.01%
50
1438
$1.88K ﹤0.01%
83
1439
$1.88K ﹤0.01%
24
+14
1440
$1.86K ﹤0.01%
+100
1441
$1.86K ﹤0.01%
35
1442
$1.83K ﹤0.01%
+15
1443
$1.8K ﹤0.01%
45
1444
$1.79K ﹤0.01%
+51
1445
$1.78K ﹤0.01%
60
1446
$1.78K ﹤0.01%
+38
1447
$1.78K ﹤0.01%
+73
1448
$1.76K ﹤0.01%
520
1449
$1.74K ﹤0.01%
417
1450
$1.72K ﹤0.01%
120
56 57
58
59 60