CFD
Creative Financial Designs Portfolio holdings
AUM
$1.39B
1-Year Return
10.76%
This Quarter Return
-12.35%
1 Year Return
+10.76%
3 Year Return
+40.72%
5 Year Return
+59.47%
10 Year Return
–
AUM
$609M
AUM Growth
-$48M
(-7.3%)
Cap. Flow
+$39.4M
Cap. Flow
% of AUM
6.47%
Top 10 Holdings %
Top 10 Hldgs %
24.78%
Holding
1,416
New
103
Increased
459
Reduced
300
Closed
106
Top Buys
| 1 |
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
|
+$12.5M |
| 2 |
Fidelity Low Duration Bond Factor ETF
FLDR
|
+$11.7M |
| 3 |
Schwab International Equity ETF
SCHF
|
+$7.19M |
| 4 |
Vanguard Mega Cap Value ETF
MGV
|
+$6.98M |
| 5 |
Vanguard Value ETF
VTV
|
+$4.83M |
Top Sells
Sector Composition
| 1 | Technology | 4.44% |
| 2 | Industrials | 2.67% |
| 3 | Financials | 2.51% |
| 4 | Consumer Discretionary | 2.25% |
| 5 | Healthcare | 2.07% |
