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
1576
$125 ﹤0.01%
+17
1577
$123 ﹤0.01%
5
1578
$117 ﹤0.01%
+100
1579
$112 ﹤0.01%
13
1580
$95 ﹤0.01%
3
1581
$87 ﹤0.01%
+15
1582
$81 ﹤0.01%
2
1583
$68 ﹤0.01%
7
1584
$61 ﹤0.01%
10
1585
$58 ﹤0.01%
12
1586
$54 ﹤0.01%
29
+2
1587
$51 ﹤0.01%
2
-924
1588
$41 ﹤0.01%
10
-5
1589
– –
-90
1590
$24 ﹤0.01%
5
-831
1591
$24 ﹤0.01%
90
1592
$23 ﹤0.01%
20
1593
– –
0
1594
– –
0
1595
– –
0
1596
$16 ﹤0.01%
1
1597
$13 ﹤0.01%
310
+60
1598
$7 ﹤0.01%
70
1599
$6 ﹤0.01%
7
1600
– –
0
62 63
64
65 66