CFD
Creative Financial Designs Portfolio holdings
AUM
$1.39B
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
+$1.12B
(+6.2%)
Cap. Flow
+$61.9M
Cap. Flow
% of AUM
5.51%
Top 10 Holdings %
Top 10 Hldgs %
25.96%
Holding
1,754
New
80
Increased
614
Reduced
352
Closed
98
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 |
NVIDIA
NVDA
|
$5.63M |
| 5 |
SPDR S&P Emerging Markets Dividend ETF
EDIV
|
$3.78M |
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% |