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
351
$157K 0.02%
8,544
+818
352
$156K 0.02%
1,443
+70
353
$155K 0.02%
2,435
+173
354
$155K 0.02%
+1,864
355
$154K 0.02%
20,279
+6,829
356
$154K 0.02%
4,168
+230
357
$154K 0.02%
969
+53
358
$153K 0.02%
1,835
-390
359
$152K 0.02%
2,061
-1,732
360
$152K 0.02%
3,310
-625
361
$151K 0.02%
422
-3
362
$151K 0.02%
1,527
+182
363
$151K 0.02%
6,014
+5,525
364
$150K 0.02%
1,525
+300
365
$149K 0.02%
1,000
-52
366
$148K 0.02%
3,833
+359
367
$148K 0.02%
3,155
+553
368
$146K 0.02%
1,404
+456
369
$145K 0.02%
5,001
+37
370
$145K 0.02%
1,921
+1
371
$144K 0.02%
700
+1
372
$142K 0.02%
3,029
+109
373
$141K 0.02%
610
+73
374
$140K 0.02%
5,595
375
$140K 0.02%
95
-4
13 14
15
16 17