CFD
Creative Financial Designs Portfolio holdings
AUM
$1.39B
1-Year Return
10.76%
This Quarter Return
+1.47%
1 Year Return
+10.76%
3 Year Return
+40.72%
5 Year Return
+59.47%
10 Year Return
–
AUM
$1.12B
AUM Growth
+$65.6M
(+6.2%)
Cap. Flow
+$56.4M
Cap. Flow
% of AUM
5.02%
Top 10 Holdings %
Top 10 Hldgs %
25.96%
Holding
1,754
New
80
Increased
613
Reduced
351
Closed
97
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
+$17.4M |
| 2 |
JPMorgan International Research Enhanced Equity ETF
JIRE
|
+$12.7M |
| 3 |
Invesco S&P 500 Quality ETF
SPHQ
|
+$7.64M |
| 4 |
SPDR S&P Emerging Markets Dividend ETF
EDIV
|
+$3.78M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
+$3.37M |
Top Sells
Sector Composition
| 1 | Technology | 5.04% |
| 2 | Industrials | 2.58% |
| 3 | Consumer Discretionary | 2.43% |
| 4 | Healthcare | 2.4% |
| 5 | Financials | 2.31% |
