CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
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
526
$61K 0.01%
2,170
-700
527
$61K 0.01%
478
+139
528
$60K 0.01%
766
-128
529
$60K 0.01%
1,765
530
$60K 0.01%
276
+101
531
$60K 0.01%
1,500
-500
532
$60K 0.01%
1,109
-467
533
$60K 0.01%
925
+150
534
$58K 0.01%
350
-23,966
535
$58K 0.01%
665
+2
536
$58K 0.01%
690
+50
537
$58K 0.01%
1,674
+4
538
$58K 0.01%
3,090
+2,180
539
$57K 0.01%
707
540
$57K 0.01%
955
-549
541
$57K 0.01%
326
542
$57K 0.01%
1,000
543
$57K 0.01%
230
544
$56K 0.01%
670
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545
$56K 0.01%
233
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546
$56K 0.01%
2,850
+168
547
$56K 0.01%
851
548
$56K 0.01%
1,009
549
$55K 0.01%
1,236
+151
550
$55K 0.01%
1,848
20 21
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