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
451
$86K 0.01%
1,316
+1
452
$85K 0.01%
851
-50,107
453
$85K 0.01%
3,352
+145
454
$84K 0.01%
2,211
+5
455
$83K 0.01%
3,453
-165
456
$83K 0.01%
1,060
457
$83K 0.01%
2,545
458
$83K 0.01%
528
+1
459
$82K 0.01%
1,242
+44
460
$81K 0.01%
4,011
+150
461
$81K 0.01%
1,849
+317
462
$81K 0.01%
820
+380
463
$81K 0.01%
1,195
+160
464
$80K 0.01%
524
+124
465
$80K 0.01%
726
-550
466
$80K 0.01%
1,202
+446
467
$79K 0.01%
794
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468
$79K 0.01%
1,604
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469
$78K 0.01%
483
470
$78K 0.01%
1,350
471
$78K 0.01%
650
472
$78K 0.01%
1,405
+63
473
$77K 0.01%
1,289
+119
474
$77K 0.01%
13,965
+1,515
475
$77K 0.01%
419
+12
17 18
19
20 21