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
76
$1.99M 0.3%
291,534
+42,282
77
$1.93M 0.29%
38,966
+7,888
78
$1.92M 0.29%
22,347
+710
79
$1.9M 0.29%
27,409
+26,133
80
$1.81M 0.28%
36,907
+16,461
81
$1.73M 0.26%
34,344
+6,181
82
$1.72M 0.26%
39,072
-4,046
83
$1.72M 0.26%
34,641
+15,754
84
$1.71M 0.26%
28,209
+824
85
$1.69M 0.26%
24,130
+598
86
$1.67M 0.25%
60,168
-5,204
87
$1.65M 0.25%
60,360
+2,750
88
$1.64M 0.25%
41,990
-12,316
89
$1.63M 0.25%
16,666
+1,008
90
$1.63M 0.25%
30,505
-19,217
91
$1.6M 0.24%
10,128
+9,642
92
$1.58M 0.24%
29,535
+22,048
93
$1.53M 0.23%
89,514
+14,761
94
$1.53M 0.23%
3,370
-3
95
$1.53M 0.23%
9,429
+63
96
$1.52M 0.23%
9,396
+1,940
97
$1.5M 0.23%
14,740
-718
98
$1.49M 0.23%
12,043
+3,780
99
$1.48M 0.23%
32,758
+3,895
100
$1.43M 0.22%
8,468
-1,422
2 3
4
5 6