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
251
$273K 0.04%
7,499
-309
252
$269K 0.04%
1,182
+227
253
$265K 0.04%
1,197
-50
254
$264K 0.04%
5,051
+665
255
$263K 0.04%
31,818
-1,402
256
$261K 0.04%
3,700
-215
257
$260K 0.04%
21,993
+12,093
258
$258K 0.04%
9,698
+2,450
259
$252K 0.04%
+2,778
260
$251K 0.04%
2,124
-14
261
$251K 0.04%
1,867
-733
262
$248K 0.04%
2,623
+222
263
$245K 0.04%
1,604
-62
264
$245K 0.04%
3,095
-844
265
$244K 0.04%
5,337
+107
266
$242K 0.04%
872
+350
267
$241K 0.04%
1,237
268
$240K 0.04%
489
269
$239K 0.04%
7,009
-785
270
$238K 0.04%
4,660
-62
271
$233K 0.04%
12,245
+2,245
272
$232K 0.04%
3,690
+40
273
$231K 0.04%
2,285
-9,089
274
$230K 0.04%
589
-3,916
275
$227K 0.03%
2,511
+205
9 10
11
12 13