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
651
$33K 0.01%
1,416
+147
652
$33K 0.01%
+1,000
653
$33K 0.01%
+7,300
654
$33K 0.01%
319
-19,511
655
$33K 0.01%
260
-50
656
$32K ﹤0.01%
367
-145
657
$32K ﹤0.01%
1,000
658
$32K ﹤0.01%
374
-85
659
$32K ﹤0.01%
554
+153
660
$32K ﹤0.01%
919
661
$32K ﹤0.01%
798
662
$32K ﹤0.01%
1,020
+3
663
$32K ﹤0.01%
1,248
+200
664
$32K ﹤0.01%
202
665
$32K ﹤0.01%
+958
666
$31K ﹤0.01%
427
+219
667
$31K ﹤0.01%
472
668
$31K ﹤0.01%
285
669
$31K ﹤0.01%
334
+25
670
$31K ﹤0.01%
800
671
$31K ﹤0.01%
90
-20
672
$31K ﹤0.01%
800
-13
673
$31K ﹤0.01%
824
674
$30K ﹤0.01%
+447
675
$30K ﹤0.01%
547
25 26
27
28 29