CFD
Creative Financial Designs Portfolio holdings
AUM
$1.39B
1-Year Return
10.76%
This Quarter Return
+8.88%
1 Year Return
+10.76%
3 Year Return
+40.72%
5 Year Return
+59.47%
10 Year Return
–
AUM
$985M
AUM Growth
+$127M
(+15%)
Cap. Flow
+$55.9M
Cap. Flow
% of AUM
5.68%
Top 10 Holdings %
Top 10 Hldgs %
27.62%
Holding
1,669
New
156
Increased
542
Reduced
325
Closed
55
Top Buys
| 1 |
Fidelity Total Bond ETF
FBND
|
+$9.49M |
| 2 |
FT Vest Nasdaq-100 Buffer ETF September
QSPT
|
+$8.95M |
| 3 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$7.58M |
| 4 |
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
|
+$6.66M |
| 5 |
Vanguard Total Bond Market
BND
|
+$4.28M |
Top Sells
| 1 |
Vanguard Total World Bond ETF
BNDW
|
+$7.69M |
| 2 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$5.84M |
| 3 |
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
|
+$3.19M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$2.78M |
| 5 |
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% |
