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
376
$139K 0.02%
4,358
-121,357
377
$139K 0.02%
199
-2
378
$139K 0.02%
6,065
+7
379
$138K 0.02%
1,102
-139
380
$138K 0.02%
1,008
-24
381
$138K 0.02%
2,328
-610
382
$137K 0.02%
2,830
+321
383
$136K 0.02%
+9,200
384
$133K 0.02%
1,200
385
$130K 0.02%
500
-2,487
386
$130K 0.02%
4,510
+733
387
$129K 0.02%
854
+294
388
$129K 0.02%
4,250
-209
389
$128K 0.02%
2,560
-108
390
$127K 0.02%
1,507
+1
391
$127K 0.02%
1,886
+13
392
$126K 0.02%
2,196
-4,038
393
$125K 0.02%
2,769
-26
394
$124K 0.02%
9,400
+500
395
$124K 0.02%
2,236
+3
396
$123K 0.02%
4,183
-343
397
$122K 0.02%
737
+51
398
$122K 0.02%
1,271
399
$120K 0.02%
2,690
+1,750
400
$120K 0.02%
1,879
+20
14 15
16
17 18