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
801
$17K ﹤0.01%
775
-75
802
$17K ﹤0.01%
630
803
$16K ﹤0.01%
125
+25
804
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+334
805
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286
-115
806
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+332
807
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+274
808
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100
809
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700
810
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275
811
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432
812
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813
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814
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815
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600
816
$16K ﹤0.01%
507
817
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+2
818
$15K ﹤0.01%
449
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819
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454
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820
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+495
821
$15K ﹤0.01%
340
-201
822
$15K ﹤0.01%
473
823
$15K ﹤0.01%
35
824
$15K ﹤0.01%
893
+225
825
$15K ﹤0.01%
350
31 32
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34 35