CFD
Creative Financial Designs Portfolio holdings
AUM $1.39B
1-Year Return
10.76%
This Quarter Return
+11.11%
1 Year Return
+10.76%
3 Year Return
+40.72%
5 Year Return
+59.47%
10 Year Return
–
AUM
$468M
AUM Growth
+$63M
(+16%)
Cap. Flow
+$22.8M
Cap. Flow
% of AUM
4.88%
Top 10 Holdings %
Top 10 Hldgs %
26.64%
Holding
1,352
New
83
Increased
337
Reduced
213
Closed
75
Top Buys
| 1 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$3.03M |
| 2 |
Inspire 100 ETF
BIBL
|
+$2.49M |
| 3 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.75M |
| 4 |
iShares Core S&P US Value ETF
IUSV
|
+$1.54M |
| 5 |
iShares Core Total USD Bond Market ETF
IUSB
|
+$1.44M |
Top Sells
| 1 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$2.02M |
| 2 |
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
|
+$1.64M |
| 3 |
FedEx
FDX
|
+$1.59M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$842K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$771K |
Sector Composition
| 1 | Technology | 5.11% |
| 2 | Consumer Discretionary | 3.49% |
| 3 | Industrials | 2.84% |
| 4 | Financials | 2.26% |
| 5 | Healthcare | 2.09% |