CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
1,670
New
Increased
Reduced
Closed

Top Buys

1
+$9.1M
2
+$8.49M
3
+$7.52M
4
USTB icon
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
+$6.58M
5
BND icon
Vanguard Total Bond Market
BND
+$4.1M

Top Sells

1
+$7.48M
2
+$5.77M
3
+$3.12M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.77M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.33M

Sector Composition

1 Technology 4.32%
2 Industrials 2.42%
3 Consumer Discretionary 2.32%
4 Financials 2.25%
5 Healthcare 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1626
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1627
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1640
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1649
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1650
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