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
1026
$5K ﹤0.01%
48
1027
$5K ﹤0.01%
150
1028
$5K ﹤0.01%
97
1029
$5K ﹤0.01%
+200
1030
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250
-300
1031
$5K ﹤0.01%
87
1032
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200
1033
$5K ﹤0.01%
12
1034
$5K ﹤0.01%
78
1035
$5K ﹤0.01%
50
1036
$5K ﹤0.01%
+250
1037
$5K ﹤0.01%
54
1038
$5K ﹤0.01%
10
1039
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15
1040
$5K ﹤0.01%
17
1041
$5K ﹤0.01%
+185
1042
$5K ﹤0.01%
167
1043
$5K ﹤0.01%
90
1044
$5K ﹤0.01%
67
1045
$5K ﹤0.01%
400
-1,650
1046
$5K ﹤0.01%
75
1047
$5K ﹤0.01%
+400
1048
$5K ﹤0.01%
80
-75
1049
$5K ﹤0.01%
10
1050
$5K ﹤0.01%
326
+5
40 41
42
43 44