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
951
$8K ﹤0.01%
40
952
$8K ﹤0.01%
153
-417
953
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16
954
$8K ﹤0.01%
+167
955
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70
-8,454
956
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155
957
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250
-300
958
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65
959
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219
960
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961
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+312
962
$8K ﹤0.01%
+169
963
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40
964
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139
965
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20
966
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821
+11
967
$8K ﹤0.01%
3,250
968
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216
969
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13
970
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144
+11
971
$7K ﹤0.01%
208
972
$7K ﹤0.01%
1,800
973
$7K ﹤0.01%
79
-2,448
974
$7K ﹤0.01%
+130
975
$7K ﹤0.01%
+241
37 38
39
40 41