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
1501
$911 ﹤0.01%
+12
1502
$903 ﹤0.01%
14
1503
$893 ﹤0.01%
2
1504
$892 ﹤0.01%
39
1505
$879 ﹤0.01%
17
1506
$854 ﹤0.01%
39
+6
1507
$851 ﹤0.01%
21
+1
1508
$848 ﹤0.01%
32
+1
1509
$835 ﹤0.01%
6
1510
$829 ﹤0.01%
12
1511
$816 ﹤0.01%
16
1512
$811 ﹤0.01%
+100
1513
$802 ﹤0.01%
11
1514
$798 ﹤0.01%
24
1515
$793 ﹤0.01%
12
1516
$755 ﹤0.01%
21
1517
$746 ﹤0.01%
86
1518
$732 ﹤0.01%
200
1519
$720 ﹤0.01%
7
1520
$719 ﹤0.01%
38
1521
$693 ﹤0.01%
2
1522
$683 ﹤0.01%
20
1523
$668 ﹤0.01%
31
1524
$666 ﹤0.01%
+39
1525
$653 ﹤0.01%
6
59 60
61
62 63