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
1001
$6K ﹤0.01%
+193
1002
$6K ﹤0.01%
+75
1003
$6K ﹤0.01%
50
-3,896
1004
$6K ﹤0.01%
200
+100
1005
$6K ﹤0.01%
101
-829
1006
$6K ﹤0.01%
250
1007
$6K ﹤0.01%
82
+1
1008
$6K ﹤0.01%
33
1009
$6K ﹤0.01%
+255
1010
$6K ﹤0.01%
104
1011
$6K ﹤0.01%
87
1012
$6K ﹤0.01%
267
1013
$6K ﹤0.01%
42
-3,994
1014
$6K ﹤0.01%
519
-15
1015
$6K ﹤0.01%
165
1016
$6K ﹤0.01%
53
+1
1017
$6K ﹤0.01%
10,000
1018
$6K ﹤0.01%
+36
1019
$6K ﹤0.01%
+200
1020
$5K ﹤0.01%
15
1021
$5K ﹤0.01%
+450
1022
$5K ﹤0.01%
2
1023
$5K ﹤0.01%
100
1024
$5K ﹤0.01%
95
-94
1025
$5K ﹤0.01%
155
39 40
41
42 43