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
776
$19K ﹤0.01%
496
+76
777
$19K ﹤0.01%
320
+260
778
$19K ﹤0.01%
597
779
$19K ﹤0.01%
700
+200
780
$19K ﹤0.01%
850
781
$18K ﹤0.01%
237
+6
782
$18K ﹤0.01%
108
+69
783
$18K ﹤0.01%
75
784
$18K ﹤0.01%
372
+9
785
$18K ﹤0.01%
3,000
786
$18K ﹤0.01%
279
+2
787
$18K ﹤0.01%
40
-20
788
$18K ﹤0.01%
350
-90
789
$18K ﹤0.01%
480
+5
790
$18K ﹤0.01%
1,200
-600
791
$18K ﹤0.01%
225
792
$18K ﹤0.01%
750
793
$17K ﹤0.01%
275
794
$17K ﹤0.01%
100
-300
795
$17K ﹤0.01%
152
-16
796
$17K ﹤0.01%
+140
797
$17K ﹤0.01%
367
+1
798
$17K ﹤0.01%
800
799
$17K ﹤0.01%
743
-50
800
$17K ﹤0.01%
688
-4,259
30 31
32
33 34