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
701
$28K ﹤0.01%
22
+8
702
$27K ﹤0.01%
105
+37
703
$27K ﹤0.01%
736
+50
704
$27K ﹤0.01%
415
705
$27K ﹤0.01%
696
706
$27K ﹤0.01%
603
-47
707
$26K ﹤0.01%
200
-150
708
$26K ﹤0.01%
280
-3
709
$26K ﹤0.01%
+500
710
$26K ﹤0.01%
107
711
$26K ﹤0.01%
2,000
712
$26K ﹤0.01%
+328
713
$26K ﹤0.01%
383
+1
714
$26K ﹤0.01%
400
715
$26K ﹤0.01%
350
716
$26K ﹤0.01%
123
717
$25K ﹤0.01%
1,300
718
$25K ﹤0.01%
192
+10
719
$25K ﹤0.01%
1,010
720
$25K ﹤0.01%
396
+1
721
$25K ﹤0.01%
+719
722
$25K ﹤0.01%
105
723
$24K ﹤0.01%
264
-39
724
$24K ﹤0.01%
1,215
-84
725
$24K ﹤0.01%
+825
27 28
29
30 31