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
201
$678K 0.07%
2,590
+257
202
$676K 0.07%
2,849
+330
203
$665K 0.07%
2,518
+302
204
$663K 0.07%
9,062
+1,485
205
$656K 0.07%
6,101
-923
206
$635K 0.06%
5,570
+53
207
$620K 0.06%
6,216
+934
208
$617K 0.06%
87,242
+11,381
209
$614K 0.06%
2,798
+1,084
210
$610K 0.06%
7,949
-168
211
$610K 0.06%
7,391
+52
212
$606K 0.06%
2,000
+763
213
$598K 0.06%
5,779
+641
214
$595K 0.06%
16,450
-150
215
$589K 0.06%
2,262
+212
216
$588K 0.06%
25,504
-29,620
217
$587K 0.06%
6,455
+722
218
$587K 0.06%
5,984
+5,216
219
$585K 0.06%
5,550
+59
220
$583K 0.06%
8,450
+629
221
$583K 0.06%
12,998
+1,659
222
$579K 0.06%
4,181
+429
223
$574K 0.06%
24,284
+8
224
$572K 0.06%
21,026
-941
225
$566K 0.06%
15,918
+2,059
7 8
9
10 11