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
826
$15K ﹤0.01%
589
+3
827
$15K ﹤0.01%
567
828
$15K ﹤0.01%
151
829
$15K ﹤0.01%
460
-4,433
830
$14K ﹤0.01%
150
-321
831
$14K ﹤0.01%
700
-750
832
$14K ﹤0.01%
30
833
$14K ﹤0.01%
538
+76
834
$14K ﹤0.01%
380
835
$14K ﹤0.01%
204
+1
836
$14K ﹤0.01%
628
+225
837
$14K ﹤0.01%
365
838
$14K ﹤0.01%
124
839
$14K ﹤0.01%
173
840
$14K ﹤0.01%
230
+32
841
$14K ﹤0.01%
40
-400
842
$14K ﹤0.01%
283
+2
843
$13K ﹤0.01%
+112
844
$13K ﹤0.01%
17
+3
845
$13K ﹤0.01%
150
+50
846
$13K ﹤0.01%
1,700
847
$13K ﹤0.01%
+1,000
848
$13K ﹤0.01%
+1,000
849
$13K ﹤0.01%
440
+145
850
$13K ﹤0.01%
458
+64
32 33
34
35 36