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
126
$1.46M 0.15%
32,629
+724
127
$1.44M 0.15%
28,575
+799
128
$1.42M 0.14%
26,856
+922
129
$1.4M 0.14%
5,570
+1,208
130
$1.39M 0.14%
21,788
-841
131
$1.38M 0.14%
10,097
+994
132
$1.38M 0.14%
39,053
+806
133
$1.37M 0.14%
8,700
+4,627
134
$1.36M 0.14%
13,596
+3,857
135
$1.36M 0.14%
6,014
-218
136
$1.34M 0.14%
22,646
-165
137
$1.33M 0.13%
36,941
+3,043
138
$1.32M 0.13%
18,781
-216
139
$1.28M 0.13%
25,451
+14,252
140
$1.27M 0.13%
33,631
+1,983
141
$1.27M 0.13%
12,521
-200
142
$1.26M 0.13%
39,345
+1,882
143
$1.25M 0.13%
65,921
-13,292
144
$1.24M 0.13%
5,057
+60
145
$1.23M 0.12%
65,265
+1,350
146
$1.22M 0.12%
8,002
-19
147
$1.18M 0.12%
29,293
-924
148
$1.17M 0.12%
5,269
+1,589
149
$1.16M 0.12%
19,658
+499
150
$1.15M 0.12%
85,558
-2,916
4 5
6
7 8