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
426
$105K 0.02%
4,700
-1,300
427
$104K 0.02%
2,313
428
$103K 0.02%
2,063
+157
429
$103K 0.02%
415
+92
430
$101K 0.02%
3,981
+1,650
431
$101K 0.02%
440
+150
432
$99K 0.02%
3,676
+225
433
$97K 0.01%
234
+2
434
$96K 0.01%
900
+138
435
$96K 0.01%
636
-28
436
$94K 0.01%
+1,369
437
$94K 0.01%
1,120
438
$94K 0.01%
896
+188
439
$93K 0.01%
+477
440
$92K 0.01%
1,032
+50
441
$92K 0.01%
287
+7
442
$89K 0.01%
3,143
+94
443
$89K 0.01%
+1,768
444
$89K 0.01%
4,944
+906
445
$89K 0.01%
151
+100
446
$89K 0.01%
+8,800
447
$88K 0.01%
3,859
+414
448
$88K 0.01%
1,668
+230
449
$88K 0.01%
1,972
+196
450
$87K 0.01%
702
+12
16 17
18
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