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
51
$2.87M 0.44%
+64,129
52
$2.86M 0.43%
20,540
+120
53
$2.77M 0.42%
39,907
-5,852
54
$2.73M 0.42%
31,659
+631
55
$2.7M 0.41%
50,255
+2,845
56
$2.66M 0.4%
11,030
-416
57
$2.65M 0.4%
+104,954
58
$2.63M 0.4%
62,203
-946
59
$2.63M 0.4%
34,411
+1,293
60
$2.57M 0.39%
13,254
+2,571
61
$2.56M 0.39%
69,806
-1,715
62
$2.55M 0.39%
8,282
+568
63
$2.54M 0.39%
111,078
-4,686
64
$2.35M 0.36%
38,519
-1,255
65
$2.33M 0.36%
29,528
+2,402
66
$2.22M 0.34%
67,714
+11,477
67
$2.2M 0.34%
53,476
+49,910
68
$2.15M 0.33%
44,055
+1,136
69
$2.13M 0.32%
8,601
-634
70
$2.09M 0.32%
5,829
+354
71
$2.03M 0.31%
26,010
-661
72
$2.03M 0.31%
11,562
+1,447
73
$2.03M 0.31%
42,592
-103
74
$2.03M 0.31%
18,794
+3,420
75
$2.03M 0.31%
16,254
-2,119
1 2
3
4 5