CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
– –
-3,073
1627
– –
-613
1628
– –
-601
1629
– –
-704
1630
– –
-59
1631
– –
-6,164
1632
– –
-1,160
1633
– –
-340
1634
– –
-589
1635
– –
-2,500
1636
– –
-250
1637
– –
-114
1638
– –
0
1639
– –
-5,195
1640
– –
-10
1641
– –
-712
1642
– –
-499
1643
– –
-3,148
1644
– –
0
1645
– –
-5,000
1646
– –
-150
1647
– –
-142
1648
– –
-7,300
1649
– –
-851
1650
– –
-270
63 64 65
66
67