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
1551
$351 ﹤0.01%
50
1552
$347 ﹤0.01%
100
1553
$340 ﹤0.01%
4
1554
$322 ﹤0.01%
+100
1555
$320 ﹤0.01%
175
-4,960
1556
$318 ﹤0.01%
+100
1557
$317 ﹤0.01%
10
1558
$314 ﹤0.01%
48
1559
$312 ﹤0.01%
40
1560
$287 ﹤0.01%
5
1561
$262 ﹤0.01%
5
1562
$262 ﹤0.01%
43
1563
$257 ﹤0.01%
3
1564
$252 ﹤0.01%
25
1565
$236 ﹤0.01%
14
1566
$226 ﹤0.01%
11
1567
$218 ﹤0.01%
20
1568
$217 ﹤0.01%
38
+5
1569
$188 ﹤0.01%
10
1570
$170 ﹤0.01%
36
1571
$169 ﹤0.01%
6
1572
$166 ﹤0.01%
72
+11
1573
$163 ﹤0.01%
6
1574
$158 ﹤0.01%
3
1575
$144 ﹤0.01%
6
61 62
63
64 65