CFD
Creative Financial Designs Portfolio holdings
AUM
$1.39B
1-Year Return
10.76%
This Quarter Return
+6.55%
1 Year Return
+10.76%
3 Year Return
+40.72%
5 Year Return
+59.47%
10 Year Return
–
AUM
$677M
AUM Growth
+$64.8M
(+11%)
Cap. Flow
+$28.7M
Cap. Flow
% of AUM
4.24%
Top 10 Holdings %
Top 10 Hldgs %
26.38%
Holding
1,381
New
48
Increased
422
Reduced
296
Closed
81
Top Buys
| 1 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
+$26.6M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$9.52M |
| 3 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
+$4.39M |
| 4 |
Vanguard Total Bond Market
BND
|
+$3.91M |
| 5 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
+$3.59M |
Top Sells
Sector Composition
| 1 | Technology | 3.94% |
| 2 | Industrials | 3.06% |
| 3 | Financials | 2.55% |
| 4 | Consumer Discretionary | 2.17% |
| 5 | Healthcare | 2.02% |
