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
1076
$4K ﹤0.01%
39
1077
$4K ﹤0.01%
37
1078
$4K ﹤0.01%
105
1079
$4K ﹤0.01%
1,230
1080
$4K ﹤0.01%
190
1081
$4K ﹤0.01%
250
-500
1082
$4K ﹤0.01%
+800
1083
$4K ﹤0.01%
+140
1084
$4K ﹤0.01%
+153
1085
$4K ﹤0.01%
+54
1086
$4K ﹤0.01%
83
1087
$4K ﹤0.01%
132
+1
1088
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16
1089
$4K ﹤0.01%
131
-4
1090
$4K ﹤0.01%
26
1091
$4K ﹤0.01%
+75
1092
$4K ﹤0.01%
+88
1093
$4K ﹤0.01%
100
1094
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33
1095
$4K ﹤0.01%
+50
1096
$4K ﹤0.01%
51
1097
$4K ﹤0.01%
+386
1098
$4K ﹤0.01%
107
1099
$4K ﹤0.01%
20
1100
$4K ﹤0.01%
100
42 43
44
45 46