CFD

Creative Financial Designs Portfolio holdings

AUM $1.39B
1-Year Est. Return 10.76%
This Quarter Est. Return
1 Year Est. Return
+10.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$657M
AUM Growth
-$6.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,375
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$5.75M
3
+$4.29M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$4.03M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$3.69M

Top Sells

1
+$11.8M
2
+$9.85M
3
+$5M
4
IBD icon
Inspire Corporate Bond ETF
IBD
+$4.6M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$3.97M

Sector Composition

1 Technology 4.8%
2 Industrials 2.99%
3 Consumer Discretionary 2.9%
4 Financials 2.63%
5 Healthcare 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$374K 0.06%
2,509
+62
227
$374K 0.06%
11,247
+1,094
228
$372K 0.06%
7,199
-11
229
$363K 0.06%
11,325
-48
230
$355K 0.05%
3,250
+260
231
$349K 0.05%
5,286
+122
232
$348K 0.05%
1,162
-643
233
$335K 0.05%
5,187
-2,897
234
$334K 0.05%
5,639
+83
235
$331K 0.05%
15,030
+4,009
236
$327K 0.05%
7,719
+2,189
237
$325K 0.05%
6,647
+1,637
238
$322K 0.05%
3,127
+718
239
$319K 0.05%
5,741
+3,295
240
$319K 0.05%
6,165
-53
241
$315K 0.05%
4,588
+122
242
$308K 0.05%
4,429
+122
243
$302K 0.05%
6,097
+357
244
$299K 0.05%
3,571
+59
245
$292K 0.04%
2,915
+1
246
$286K 0.04%
2,088
+28
247
$283K 0.04%
7,436
+597
248
$283K 0.04%
2,925
+6
249
$274K 0.04%
1,812
-298
250
$273K 0.04%
5,238
-230
8 9
10
11 12