CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
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
1051
$5K ﹤0.01%
400
-1,650
1052
$5K ﹤0.01%
75
1053
$5K ﹤0.01%
+400
1054
$5K ﹤0.01%
80
-75
1055
$5K ﹤0.01%
10
1056
$5K ﹤0.01%
326
+5
1057
$5K ﹤0.01%
140
+130
1058
$5K ﹤0.01%
+75
1059
$4K ﹤0.01%
2,000
1060
$4K ﹤0.01%
32
1061
$4K ﹤0.01%
14
-7
1062
$4K ﹤0.01%
20
1063
$4K ﹤0.01%
+68
1064
$4K ﹤0.01%
59
1065
$4K ﹤0.01%
16
1066
$4K ﹤0.01%
131
-4
1067
$4K ﹤0.01%
26
1068
$4K ﹤0.01%
+88
1069
$4K ﹤0.01%
100
1070
$4K ﹤0.01%
33
1071
$4K ﹤0.01%
+50
1072
$4K ﹤0.01%
51
1073
$4K ﹤0.01%
+386
1074
$4K ﹤0.01%
107
1075
$4K ﹤0.01%
20
41 42
43
44 45