CFD
Creative Financial Designs Portfolio holdings
AUM
$1.39B
1-Year Return
10.76%
This Quarter Return
+4.37%
1 Year Return
+10.76%
3 Year Return
+40.72%
5 Year Return
+59.47%
10 Year Return
–
AUM
$850M
AUM Growth
+$86M
(+11%)
Cap. Flow
+$58.3M
Cap. Flow
% of AUM
6.86%
Top 10 Holdings %
Top 10 Hldgs %
27.85%
Holding
1,537
New
131
Increased
548
Reduced
330
Closed
56
Top Buys
| 1 |
iShares Morningstar Mid-Cap Growth ETF
IMCG
|
+$15.9M |
| 2 |
Fidelity Total Bond ETF
FBND
|
+$9.79M |
| 3 |
SPDR S&P North American Natural Resources ETF
NANR
|
+$9.69M |
| 4 |
Inspire Momentum ETF
GLRY
|
+$8.97M |
| 5 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$8.82M |
Top Sells
| 1 |
First Trust Smith Unconstrained Bond ETF
UCON
|
+$10.8M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$6.98M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$6.23M |
| 4 |
Inspire 100 ETF
BIBL
|
+$4.59M |
| 5 |
Timothy Plan High Dividend Stock ETF
TPHD
|
+$4.25M |
Sector Composition
| 1 | Technology | 4.76% |
| 2 | Consumer Discretionary | 2.5% |
| 3 | Industrials | 2.29% |
| 4 | Financials | 2.03% |
| 5 | Healthcare | 1.84% |
