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
1526
$640 ﹤0.01%
+100
1527
$632 ﹤0.01%
+5
1528
$622 ﹤0.01%
+10
1529
$619 ﹤0.01%
30
+1
1530
$602 ﹤0.01%
17
1531
$602 ﹤0.01%
11
1532
$574 ﹤0.01%
20
1533
$564 ﹤0.01%
7
1534
$552 ﹤0.01%
108
-3
1535
$540 ﹤0.01%
+200
1536
$518 ﹤0.01%
637
1537
$489 ﹤0.01%
+48
1538
$481 ﹤0.01%
+22
1539
$466 ﹤0.01%
13
-905
1540
$459 ﹤0.01%
44
1541
$442 ﹤0.01%
11
1542
$440 ﹤0.01%
+26
1543
$438 ﹤0.01%
250
1544
$434 ﹤0.01%
+12
1545
$429 ﹤0.01%
13
-1,040
1546
$427 ﹤0.01%
+12
1547
$405 ﹤0.01%
40
1548
$404 ﹤0.01%
32
-250
1549
$367 ﹤0.01%
56
1550
$356 ﹤0.01%
1,100
60 61
62
63 64