CFD
Creative Financial Designs Portfolio holdings
AUM
$1.39B
1-Year Return
10.76%
This Quarter Return
+1.61%
1 Year Return
+10.76%
3 Year Return
+40.72%
5 Year Return
+59.47%
10 Year Return
–
AUM
$123M
AUM Growth
–
Cap. Flow
+$123M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
25.18%
Holding
789
New
785
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Fidelity MSCI Consumer Staples Index ETF
FSTA
|
+$4.04M |
| 2 |
First Trust Value Line Dividend Fund
FVD
|
+$3.85M |
| 3 |
Emerson Electric
EMR
|
+$3.38M |
| 4 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
+$3.22M |
| 5 |
Amgen
AMGN
|
+$3.15M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 6.84% |
| 2 | Technology | 5.05% |
| 3 | Healthcare | 4.13% |
| 4 | Energy | 3.75% |
| 5 | Consumer Discretionary | 2.92% |
