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
1601
$2 ﹤0.01%
304
1602
– –
0
1603
– –
-266
1604
– –
-500
1605
– –
0
1606
– –
-1,053
1607
– –
-300
1608
– –
-1,463
1609
– –
-1,000
1610
– –
-2
1611
– –
-14
1612
– –
-130
1613
– –
-500
1614
– –
0
1615
– –
0
1616
– –
-250
1617
– –
-133
1618
– –
0
1619
– –
0
1620
– –
0
1621
– –
-200
1622
– –
0
1623
– –
-100
1624
– –
-100
1625
– –
-650
63 64
65
66 67