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
26
$6.35M 0.97%
261,041
+54,336
27
$5.79M 0.88%
125,546
+34,545
28
$5.75M 0.87%
+115,096
29
$5.41M 0.82%
24,277
-1,739
30
$5.02M 0.76%
17,518
+12,339
31
$4.84M 0.74%
91,049
+38,118
32
$4.82M 0.73%
99,674
+5,941
33
$4.72M 0.72%
13,028
+1,441
34
$4.6M 0.7%
188,692
-188,595
35
$4.53M 0.69%
15,744
-2,168
36
$4.44M 0.68%
19,916
+19,261
37
$4.37M 0.66%
84,717
+14,775
38
$4.36M 0.66%
43,043
+9,437
39
$4.28M 0.65%
85,945
+80,991
40
$4.21M 0.64%
281,825
+20,911
41
$4.04M 0.62%
163,268
-397,552
42
$3.67M 0.56%
147,274
+29,074
43
$3.6M 0.55%
68,949
+7,104
44
$3.39M 0.52%
76,668
+5,865
45
$3.29M 0.5%
80,691
+6,621
46
$3.24M 0.49%
99,278
+21,588
47
$3.17M 0.48%
7,022
+1,105
48
$3.09M 0.47%
13,124
-1,114
49
$3.07M 0.47%
7,401
+578
50
$2.88M 0.44%
6,920
-252
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