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
851
$13K ﹤0.01%
240
852
$13K ﹤0.01%
558
853
$13K ﹤0.01%
98
-27
854
$13K ﹤0.01%
125
855
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100
856
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45
857
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+463
858
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154
859
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15
860
$13K ﹤0.01%
300
861
$12K ﹤0.01%
+300
862
$12K ﹤0.01%
200
863
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215
+2
864
$12K ﹤0.01%
296
865
$12K ﹤0.01%
150
-3,667
866
$12K ﹤0.01%
199
867
$12K ﹤0.01%
600
-780
868
$12K ﹤0.01%
204
+1
869
$12K ﹤0.01%
72
-29
870
$12K ﹤0.01%
317
+300
871
$12K ﹤0.01%
+305
872
$12K ﹤0.01%
314
+7
873
$12K ﹤0.01%
183
-50
874
$12K ﹤0.01%
110
+41
875
$12K ﹤0.01%
424
33 34
35
36 37