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
276
$227K 0.03%
2,571
-23
277
$226K 0.03%
903
278
$224K 0.03%
10,664
-39
279
$223K 0.03%
3,036
-372
280
$223K 0.03%
4,732
+179
281
$222K 0.03%
1,591
-78
282
$221K 0.03%
5,135
+2,000
283
$214K 0.03%
1,648
+347
284
$213K 0.03%
3,300
-225
285
$212K 0.03%
6,293
-310
286
$210K 0.03%
1,036
-13
287
$209K 0.03%
1,649
-150
288
$209K 0.03%
1,018
+50
289
$209K 0.03%
3,742
+258
290
$209K 0.03%
5,587
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291
$209K 0.03%
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292
$209K 0.03%
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293
$208K 0.03%
2,604
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294
$208K 0.03%
1,674
+9
295
$207K 0.03%
1,577
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296
$204K 0.03%
1,684
-25
297
$204K 0.03%
2,892
+715
298
$203K 0.03%
1,508
+163
299
$203K 0.03%
974
-132
300
$202K 0.03%
1,300
-28
10 11
12
13 14