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
901
$10K ﹤0.01%
162
902
$10K ﹤0.01%
33
-117
903
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117
904
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+505
905
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+1,400
906
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35
907
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400
-1,000
908
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84
+35
909
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225
+80
910
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125
+112
911
$10K ﹤0.01%
155
912
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210
913
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165
-95
914
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133
915
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178
916
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725
917
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428
+118
918
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+675
919
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28
920
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149
-60
921
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93
922
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+66
923
$9K ﹤0.01%
267
-124
924
$9K ﹤0.01%
287
925
$9K ﹤0.01%
303
+2
35 36
37
38 39