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
1651
– –
0
1652
– –
0
1653
– –
-300
1654
– –
-90
1655
– –
0
1656
– –
-1,243
1657
– –
-300
1658
– –
-1,000
1659
– –
-1
1660
– –
-47
1661
– –
-388
1662
– –
-9
1663
– –
-150
1664
– –
-161
1665
– –
-1,600
1666
– –
-151
1667
– –
-815
1668
– –
-397
63 64 65 66
67