CFD
Creative Financial Designs Portfolio holdings
AUM
$1.39B
1-Year Return
10.76%
This Quarter Return
+5.43%
1 Year Return
+10.76%
3 Year Return
+40.72%
5 Year Return
+59.47%
10 Year Return
–
AUM
$224M
AUM Growth
+$38M
(+20%)
Cap. Flow
+$20.9M
Cap. Flow
% of AUM
9.34%
Top 10 Holdings %
Top 10 Hldgs %
30.36%
Holding
689
New
34
Increased
152
Reduced
200
Closed
129
Top Buys
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$5.23M |
| 2 |
First Trust Smith Unconstrained Bond ETF
UCON
|
+$4.09M |
| 3 |
iShares Yield Optimized Bond ETF
BYLD
|
+$3.44M |
| 4 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$3.24M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$3.15M |
Top Sells
| 1 |
iShares S&P 500 Growth ETF
IVW
|
+$5.57M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$2.44M |
| 3 |
Amgen
AMGN
|
+$2.27M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$1.79M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$1.67M |
Sector Composition
| 1 | Technology | 2.94% |
| 2 | Financials | 2.64% |
| 3 | Industrials | 2.57% |
| 4 | Consumer Discretionary | 1.73% |
| 5 | Consumer Staples | 1.72% |
