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
326
$180K 0.03%
1,800
+82
327
$180K 0.03%
2,506
-99
328
$179K 0.03%
2,938
+291
329
$179K 0.03%
4,713
+110
330
$179K 0.03%
6,460
+195
331
$176K 0.03%
1,775
+39
332
$176K 0.03%
6,005
+1,777
333
$175K 0.03%
950
-110
334
$175K 0.03%
4,170
-28
335
$174K 0.03%
2,694
+748
336
$174K 0.03%
3,590
+69
337
$173K 0.03%
2,853
+104
338
$172K 0.03%
2,232
+180
339
$170K 0.03%
3,546
+1,286
340
$170K 0.03%
2,285
+30
341
$169K 0.03%
2,185
-206
342
$167K 0.03%
3,622
+433
343
$167K 0.03%
1,117
+1,034
344
$164K 0.03%
1,808
+348
345
$162K 0.02%
1,964
-108
346
$160K 0.02%
931
+127
347
$159K 0.02%
14,756
+256
348
$158K 0.02%
1,482
-1
349
$158K 0.02%
1,281
-288
350
$157K 0.02%
693
+36
12 13
14
15 16