CFD
Creative Financial Designs Portfolio holdings
AUM
$1.39B
1-Year Return
10.76%
This Quarter Return
-0.36%
1 Year Return
+10.76%
3 Year Return
+40.72%
5 Year Return
+59.47%
10 Year Return
–
AUM
$1.23B
AUM Growth
+$44.4M
(+3.7%)
Cap. Flow
+$56.1M
Cap. Flow
% of AUM
4.56%
Top 10 Holdings %
Top 10 Hldgs %
24.97%
Holding
1,875
New
184
Increased
608
Reduced
431
Closed
77
Top Buys
| 1 |
iShares Global 100 ETF
IOO
|
$36.1M |
| 2 |
Vanguard Utilities ETF
VPU
|
$11.7M |
| 3 |
BNY Mellon International Equity ETF
BKIE
|
$11.7M |
| 4 |
Vanguard Mega Cap Growth ETF
MGK
|
$9.02M |
| 5 |
Pacer Trendpilot 100 ETF
PTNQ
|
$6.38M |
Top Sells
Sector Composition
| 1 | Technology | 5.05% |
| 2 | Financials | 2.46% |
| 3 | Industrials | 2.42% |
| 4 | Consumer Discretionary | 2.42% |
| 5 | Healthcare | 1.91% |
