CFD
Creative Financial Designs Portfolio holdings
AUM
$1.39B
1-Year Return
10.76%
This Quarter Return
-0.27%
1 Year Return
+10.76%
3 Year Return
+40.72%
5 Year Return
+59.47%
10 Year Return
–
AUM
$156M
AUM Growth
+$8.86M
(+6%)
Cap. Flow
+$10.1M
Cap. Flow
% of AUM
6.49%
Top 10 Holdings %
Top 10 Hldgs %
31.7%
Holding
815
New
76
Increased
203
Reduced
136
Closed
82
Top Buys
| 1 |
Amazon
AMZN
|
+$1.84M |
| 2 |
Inspire 100 ETF
BIBL
|
+$1.61M |
| 3 |
Automatic Data Processing
ADP
|
+$1.28M |
| 4 |
Invesco Bloomberg MVP Multi-factor ETF
BMVP
|
+$1.19M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$1.19M |
Top Sells
| 1 |
Union Pacific
UNP
|
+$1.37M |
| 2 |
Invesco High Yield Equity Dividend Achievers ETF
PEY
|
+$1.03M |
| 3 |
Inspire Global Hope ETF
BLES
|
+$549K |
| 4 |
Fidelity MSCI Industrials Index ETF
FIDU
|
+$533K |
| 5 |
Fidelity MSCI Financials Index ETF
FNCL
|
+$494K |
Sector Composition
| 1 | Technology | 5.79% |
| 2 | Consumer Discretionary | 4% |
| 3 | Healthcare | 3.49% |
| 4 | Consumer Staples | 2.88% |
| 5 | Industrials | 2.83% |
