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
401
$120K 0.02%
8,663
+138
402
$120K 0.02%
971
+6
403
$119K 0.02%
1,054
-11
404
$119K 0.02%
2,087
405
$118K 0.02%
1,776
+64
406
$118K 0.02%
3,139
407
$118K 0.02%
2,039
-39
408
$116K 0.02%
14,412
+10,512
409
$116K 0.02%
4,848
-1,848
410
$115K 0.02%
1,141
-506
411
$115K 0.02%
2,000
412
$114K 0.02%
715
-7
413
$114K 0.02%
889
414
$113K 0.02%
4,948
+700
415
$112K 0.02%
749
-37
416
$111K 0.02%
1,520
417
$111K 0.02%
1,186
+1,001
418
$110K 0.02%
1,454
-86
419
$110K 0.02%
543
420
$110K 0.02%
810
+34
421
$108K 0.02%
430
-5
422
$108K 0.02%
2,805
-73
423
$106K 0.02%
+10,297
424
$106K 0.02%
2,873
+382
425
$105K 0.02%
1,030
+6
15 16
17
18 19