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
301
$202K 0.03%
875
-19
302
$199K 0.03%
936
-308
303
$198K 0.03%
950
-132
304
$198K 0.03%
3,316
+2,632
305
$197K 0.03%
2,307
-270
306
$197K 0.03%
2,365
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307
$196K 0.03%
1,507
308
$195K 0.03%
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309
$195K 0.03%
5,344
-2,226
310
$194K 0.03%
438
+12
311
$193K 0.03%
5,533
+486
312
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3,374
-266
313
$191K 0.03%
3,310
+10
314
$191K 0.03%
6,675
-950
315
$191K 0.03%
12,750
+3,950
316
$190K 0.03%
369
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317
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318
$189K 0.03%
1,818
319
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1,427
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320
$187K 0.03%
1,617
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321
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495
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322
$184K 0.03%
620
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323
$184K 0.03%
1,004
-960
324
$183K 0.03%
4,369
+399
325
$182K 0.03%
3,205
11 12
13
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