CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.93%
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 4.32%
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
– –
-10
1627
– –
-712
1628
– –
-499
1629
– –
-3,148
1630
– –
0
1631
– –
-5,000
1632
– –
-150
1633
– –
-142
1634
– –
-7,300
1635
– –
-851
1636
– –
0
1637
– –
-1,243
1638
– –
-300
1639
– –
-1,000
1640
– –
-1
1641
– –
-47
1642
– –
-388
1643
– –
-9
1644
– –
-150
1645
– –
-161
1646
– –
-1,600
1647
– –
-151
1648
– –
-815
1649
– –
-397
1650
– –
-266
63 64 65
66
67