CFD
Creative Financial Designs Portfolio holdings
AUM
$1.39B
1-Year Return
10.76%
This Quarter Return
+6.93%
1 Year Return
+10.76%
3 Year Return
+40.72%
5 Year Return
+59.47%
10 Year Return
–
AUM
$405M
AUM Growth
+$75M
(+23%)
Cap. Flow
+$54M
Cap. Flow
% of AUM
13.32%
Top 10 Holdings %
Top 10 Hldgs %
27.16%
Holding
1,367
New
132
Increased
379
Reduced
197
Closed
77
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$14.4M |
| 2 |
Vanguard Russell 1000 Growth ETF
VONG
|
$14.4M |
| 3 |
iShares Morningstar Mid-Cap Growth ETF
IMCG
|
$9.12M |
| 4 |
Fidelity Total Bond ETF
FBND
|
$6.74M |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
$6.4M |
Top Sells
Sector Composition
| 1 | Technology | 4.97% |
| 2 | Consumer Discretionary | 3.78% |
| 3 | Industrials | 3.19% |
| 4 | Financials | 2.26% |
| 5 | Healthcare | 1.94% |
