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
676
$30K ﹤0.01%
1,198
677
$30K ﹤0.01%
1,896
678
$30K ﹤0.01%
+202
679
$30K ﹤0.01%
2,676
-300
680
$30K ﹤0.01%
+750
681
$30K ﹤0.01%
484
+37
682
$30K ﹤0.01%
1,000
-500
683
$30K ﹤0.01%
+201
684
$30K ﹤0.01%
886
-1,463
685
$29K ﹤0.01%
537
+150
686
$29K ﹤0.01%
1,250
+1,050
687
$29K ﹤0.01%
1,520
+21
688
$29K ﹤0.01%
392
-30
689
$29K ﹤0.01%
356
690
$29K ﹤0.01%
680
691
$29K ﹤0.01%
787
692
$29K ﹤0.01%
1,195
693
$28K ﹤0.01%
450
694
$28K ﹤0.01%
+150
695
$28K ﹤0.01%
693
696
$28K ﹤0.01%
2,363
697
$28K ﹤0.01%
615
+196
698
$28K ﹤0.01%
291
+2
699
$28K ﹤0.01%
+1,000
700
$28K ﹤0.01%
+502
26 27
28
29 30