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
1476
$1.31K ﹤0.01%
16
1477
$1.3K ﹤0.01%
31
1478
$1.3K ﹤0.01%
12
1479
$1.3K ﹤0.01%
11
1480
$1.3K ﹤0.01%
+17
1481
$1.29K ﹤0.01%
80
1482
$1.27K ﹤0.01%
+28
1483
$1.27K ﹤0.01%
100
1484
$1.25K ﹤0.01%
27
1485
$1.25K ﹤0.01%
40
1486
$1.19K ﹤0.01%
32
1487
$1.18K ﹤0.01%
45
1488
$1.15K ﹤0.01%
40
1489
$1.14K ﹤0.01%
12
1490
$1.12K ﹤0.01%
54
+8
1491
$1.11K ﹤0.01%
22
1492
$1.1K ﹤0.01%
+33
1493
$1.09K ﹤0.01%
+21
1494
$1.03K ﹤0.01%
23
1495
$1.02K ﹤0.01%
133
1496
$1.02K ﹤0.01%
9
1497
$1K ﹤0.01%
300
1498
$956 ﹤0.01%
+113
1499
$932 ﹤0.01%
7
1500
$912 ﹤0.01%
7
58 59
60
61 62