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
176
$872K 0.09%
5,008
+406
177
$866K 0.09%
4,109
+80
178
$863K 0.09%
38,420
+14,238
179
$856K 0.09%
4,484
-1,019
180
$855K 0.09%
17,884
+1,004
181
$853K 0.09%
1,852
+134
182
$850K 0.09%
15,632
+839
183
$833K 0.08%
8,299
+513
184
$830K 0.08%
1,002
+87
185
$825K 0.08%
19,728
+3,417
186
$823K 0.08%
7,954
+3,582
187
$815K 0.08%
17,800
188
$804K 0.08%
5,487
+166
189
$756K 0.08%
7,336
+1,446
190
$750K 0.08%
9,245
-585
191
$747K 0.08%
9,595
-35
192
$743K 0.08%
7,489
+1,860
193
$736K 0.07%
8,155
+5,232
194
$726K 0.07%
4,719
+489
195
$720K 0.07%
38,875
+15,566
196
$711K 0.07%
24,696
+18,007
197
$695K 0.07%
13,742
-2,337
198
$690K 0.07%
+24,139
199
$686K 0.07%
7,418
+5,533
200
$683K 0.07%
10,686
-1,404
6 7
8
9 10