CFD
Creative Financial Designs Portfolio holdings
AUM
$1.39B
1-Year Return
10.76%
This Quarter Return
+5.52%
1 Year Return
+10.76%
3 Year Return
+40.72%
5 Year Return
+59.47%
10 Year Return
–
AUM
$1.19B
AUM Growth
+$63.3M
(+5.6%)
Cap. Flow
+$4.53M
Cap. Flow
% of AUM
0.38%
Top 10 Holdings %
Top 10 Hldgs %
24.75%
Holding
1,760
New
108
Increased
552
Reduced
396
Closed
70
Top Buys
Top Sells
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$11.7M |
| 2 |
FT Vest Nasdaq-100 Buffer ETF September
QSPT
|
$10M |
| 3 |
iShares Russell Top 200 ETF
IWL
|
$8.03M |
| 4 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$7.16M |
| 5 |
iShares GNMA Bond ETF
GNMA
|
$4.08M |
Sector Composition
| 1 | Technology | 5.16% |
| 2 | Industrials | 2.71% |
| 3 | Financials | 2.54% |
| 4 | Healthcare | 2.32% |
| 5 | Consumer Discretionary | 2.27% |
