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
601
$41K 0.01%
1,661
602
$41K 0.01%
1,054
603
$41K 0.01%
5,137
+81
604
$40K 0.01%
2,721
605
$40K 0.01%
250
-13
606
$40K 0.01%
1,050
-1,103
607
$39K 0.01%
86
+33
608
$39K 0.01%
909
-533
609
$39K 0.01%
1,218
+250
610
$39K 0.01%
1,422
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611
$39K 0.01%
413
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612
$39K 0.01%
1,318
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613
$38K 0.01%
182
-9,894
614
$38K 0.01%
1,661
615
$38K 0.01%
1,871
616
$38K 0.01%
9,150
617
$37K 0.01%
+1,321
618
$37K 0.01%
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619
$37K 0.01%
965
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620
$37K 0.01%
675
621
$37K 0.01%
972
622
$37K 0.01%
1,480
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623
$37K 0.01%
407
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624
$37K 0.01%
518
+2
625
$36K 0.01%
703
23 24
25
26 27