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
476
$75K 0.01%
2,867
+5
477
$75K 0.01%
189
+8
478
$74K 0.01%
2,546
-96
479
$74K 0.01%
2,484
+77
480
$73K 0.01%
+2,500
481
$73K 0.01%
+1,427
482
$73K 0.01%
1,776
+202
483
$72K 0.01%
1,496
-370
484
$72K 0.01%
1,179
-485
485
$72K 0.01%
3,015
-150
486
$71K 0.01%
500
487
$70K 0.01%
372
488
$70K 0.01%
3,357
+3
489
$70K 0.01%
655
-76
490
$70K 0.01%
419
+96
491
$69K 0.01%
1,790
492
$69K 0.01%
5,195
493
$69K 0.01%
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494
$69K 0.01%
1,102
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495
$69K 0.01%
1,754
-1,913
496
$68K 0.01%
2,099
-630
497
$68K 0.01%
1,744
-40
498
$67K 0.01%
+2,000
499
$67K 0.01%
16,607
-3,435
500
$67K 0.01%
409
18 19
20
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