CFD
Creative Financial Designs Portfolio holdings
AUM
$1.39B
1-Year Return
10.76%
This Quarter Return
-1.28%
1 Year Return
+10.76%
3 Year Return
+40.72%
5 Year Return
+59.47%
10 Year Return
–
AUM
$1.25B
AUM Growth
+$22M
(+1.8%)
Cap. Flow
+$44.6M
Cap. Flow
% of AUM
3.56%
Top 10 Holdings %
Top 10 Hldgs %
24.95%
Holding
2,145
New
348
Increased
717
Reduced
517
Closed
85
Top Buys
| 1 |
Eli Lilly
LLY
|
$6.68M |
| 2 |
FT Vest Fund of Buffer ETFs
BUFR
|
$3.77M |
| 3 |
Invesco S&P 500 Quality ETF
SPHQ
|
$3.42M |
| 4 |
Vanguard Value ETF
VTV
|
$2.39M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$2.36M |
Top Sells
| 1 |
Bank of America
BAC
|
$5.08M |
| 2 |
SPDR SSGA Multi-Asset Real Return ETF
RLY
|
$3.98M |
| 3 |
iShares Semiconductor ETF
SOXX
|
$1.86M |
| 4 |
NRG Energy
NRG
|
$1.49M |
| 5 |
First Trust Growth Strength ETF
FTGS
|
$1.33M |
Sector Composition
| 1 | Technology | 4.58% |
| 2 | Healthcare | 2.57% |
| 3 | Consumer Discretionary | 2.27% |
| 4 | Industrials | 2.23% |
| 5 | Financials | 1.85% |
