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
751
$21K ﹤0.01%
+180
752
$21K ﹤0.01%
1,608
753
$21K ﹤0.01%
475
-150
754
$21K ﹤0.01%
355
+3
755
$21K ﹤0.01%
203
756
$21K ﹤0.01%
1,200
757
$21K ﹤0.01%
831
+631
758
$21K ﹤0.01%
300
759
$20K ﹤0.01%
430
-125
760
$20K ﹤0.01%
291
+138
761
$20K ﹤0.01%
138
+2
762
$20K ﹤0.01%
352
763
$20K ﹤0.01%
485
764
$20K ﹤0.01%
1,000
765
$20K ﹤0.01%
503
-105
766
$20K ﹤0.01%
+200
767
$20K ﹤0.01%
525
+25
768
$19K ﹤0.01%
647
769
$19K ﹤0.01%
1,000
+30
770
$19K ﹤0.01%
600
771
$19K ﹤0.01%
866
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772
$19K ﹤0.01%
761
-36
773
$19K ﹤0.01%
219
+99
774
$19K ﹤0.01%
390
775
$19K ﹤0.01%
100
29 30
31
32 33