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
626
$36K 0.01%
876
+800
627
$36K 0.01%
+431
628
$35K 0.01%
1,497
+1,471
629
$35K 0.01%
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630
$35K 0.01%
712
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631
$35K 0.01%
581
-400
632
$35K 0.01%
650
633
$35K 0.01%
1,495
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634
$35K 0.01%
1,582
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635
$35K 0.01%
298
636
$34K 0.01%
300
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637
$34K 0.01%
754
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638
$34K 0.01%
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639
$34K 0.01%
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640
$34K 0.01%
800
641
$34K 0.01%
2,085
642
$34K 0.01%
2,260
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643
$33K 0.01%
1,309
644
$33K 0.01%
317
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645
$33K 0.01%
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646
$33K 0.01%
243
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647
$33K 0.01%
898
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648
$33K 0.01%
129
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649
$33K 0.01%
720
650
$33K 0.01%
2,800
-2,000
24 25
26
27 28