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
726
$24K ﹤0.01%
+200
727
$24K ﹤0.01%
960
728
$24K ﹤0.01%
161
+31
729
$24K ﹤0.01%
500
730
$24K ﹤0.01%
599
731
$23K ﹤0.01%
370
+2
732
$23K ﹤0.01%
432
+387
733
$23K ﹤0.01%
100
734
$23K ﹤0.01%
220
735
$23K ﹤0.01%
505
736
$23K ﹤0.01%
19
737
$23K ﹤0.01%
462
+81
738
$23K ﹤0.01%
272
-15
739
$23K ﹤0.01%
500
740
$23K ﹤0.01%
800
741
$23K ﹤0.01%
600
742
$22K ﹤0.01%
500
743
$22K ﹤0.01%
381
+216
744
$22K ﹤0.01%
967
745
$22K ﹤0.01%
1,050
746
$22K ﹤0.01%
549
-1
747
$22K ﹤0.01%
750
748
$22K ﹤0.01%
808
+106
749
$21K ﹤0.01%
515
+165
750
$21K ﹤0.01%
801
+109
28 29
30
31 32