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
151
$1.14M 0.12%
10,807
-12,734
152
$1.12M 0.11%
7,126
+31
153
$1.11M 0.11%
3,137
-95
154
$1.1M 0.11%
+12,857
155
$1.09M 0.11%
23,744
-8,792
156
$1.09M 0.11%
10,903
-1,669
157
$1.09M 0.11%
46,453
-1,147
158
$1.08M 0.11%
6,348
-238
159
$1.08M 0.11%
7,649
-500
160
$1.06M 0.11%
20,257
-1,233
161
$1.04M 0.11%
5,391
+4,899
162
$1.02M 0.1%
15,564
+8,673
163
$1.01M 0.1%
13,389
+1,931
164
$996K 0.1%
3,636
+38
165
$977K 0.1%
1,480
-120
166
$966K 0.1%
19,574
-5,323
167
$952K 0.1%
11,309
+9,635
168
$950K 0.1%
38,324
-4,517
169
$920K 0.09%
8,765
-475
170
$918K 0.09%
11,406
-313
171
$916K 0.09%
39,207
-7,182
172
$915K 0.09%
15,338
-4,025
173
$908K 0.09%
7,185
+19
174
$888K 0.09%
14,614
+404
175
$873K 0.09%
15,840
5 6
7
8 9