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
1451
$1.69K ﹤0.01%
+200
1452
$1.68K ﹤0.01%
60
-264
1453
$1.68K ﹤0.01%
13
1454
$1.65K ﹤0.01%
13
+3
1455
$1.64K ﹤0.01%
23
1456
$1.64K ﹤0.01%
115
1457
$1.59K ﹤0.01%
173
+1
1458
$1.59K ﹤0.01%
100
1459
$1.59K ﹤0.01%
+55
1460
$1.57K ﹤0.01%
+102
1461
$1.56K ﹤0.01%
52
1462
$1.55K ﹤0.01%
46
+1
1463
$1.55K ﹤0.01%
10
1464
$1.53K ﹤0.01%
37
1465
$1.53K ﹤0.01%
35
1466
$1.52K ﹤0.01%
42
1467
$1.52K ﹤0.01%
16
1468
$1.47K ﹤0.01%
50
1469
$1.4K ﹤0.01%
6
1470
$1.39K ﹤0.01%
29
-5,550
1471
$1.36K ﹤0.01%
51
1472
$1.35K ﹤0.01%
+100
1473
$1.35K ﹤0.01%
60
1474
$1.32K ﹤0.01%
+28
1475
$1.31K ﹤0.01%
7
57 58
59
60 61