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
926
$9K ﹤0.01%
+338
927
$9K ﹤0.01%
301
928
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1,000
929
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88
930
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33
931
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150
932
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676
+641
933
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+115
934
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800
+388
935
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+120
936
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100
937
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742
-3,029
938
$9K ﹤0.01%
892
939
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+362
940
$8K ﹤0.01%
23
-17
941
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200
-150
942
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1,000
943
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40
944
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32
945
$8K ﹤0.01%
+211
946
$8K ﹤0.01%
46
+6
947
$8K ﹤0.01%
+286
948
$8K ﹤0.01%
225
+17
949
$8K ﹤0.01%
464
950
$8K ﹤0.01%
+136
36 37
38
39 40