CFD
Creative Financial Designs Portfolio holdings
AUM
$1.39B
This Quarter Return
+5.48%
1 Year Return
+10.76%
3 Year Return
+40.72%
5 Year Return
+59.47%
10 Year Return
–
AUM
$577M
AUM Growth
+$577M
(+13%)
Cap. Flow
+$71.8M
Cap. Flow
% of AUM
12.45%
Top 10 Holdings %
Top 10 Hldgs %
22.69%
Holding
1,473
New
151
Increased
429
Reduced
193
Closed
46
Top Buys
Top Sells
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$7.47M |
| 2 |
iShares Core Total USD Bond Market ETF
IUSB
|
$6.95M |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
$4.04M |
| 4 |
iShares Core Moderate Allocation ETF
AOM
|
$3.09M |
| 5 |
SPDR MSCI EAFE StrategicFactors ETF
QEFA
|
$3.03M |
Sector Composition
| 1 | Technology | 5% |
| 2 | Consumer Discretionary | 3.49% |
| 3 | Financials | 2.88% |
| 4 | Industrials | 2.69% |
| 5 | Healthcare | 2.32% |
