CFD
Creative Financial Designs Portfolio holdings
AUM
$1.39B
1-Year Return
10.76%
This Quarter Return
+2.33%
1 Year Return
+10.76%
3 Year Return
+40.72%
5 Year Return
+59.47%
10 Year Return
–
AUM
$184M
AUM Growth
+$17.4M
(+10%)
Cap. Flow
+$13.1M
Cap. Flow
% of AUM
7.09%
Top 10 Holdings %
Top 10 Hldgs %
32.35%
Holding
631
New
47
Increased
200
Reduced
124
Closed
52
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$1.39M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$1.05M |
| 3 |
ProShares Ultra 20+ Year Treasury
UBT
|
+$824K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$728K |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
+$655K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$703K |
| 2 |
International Flavors & Fragrances
IFF
|
+$494K |
| 3 |
SPDR Gold Trust
GLD
|
+$336K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$328K |
| 5 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
+$249K |
Sector Composition
| 1 | Financials | 3.25% |
| 2 | Technology | 3.11% |
| 3 | Industrials | 2.89% |
| 4 | Healthcare | 2.41% |
| 5 | Consumer Discretionary | 2.34% |