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
1101
$4K ﹤0.01%
+500
1102
$4K ﹤0.01%
100
1103
$4K ﹤0.01%
166
+3
1104
$4K ﹤0.01%
750
-1,000
1105
$3K ﹤0.01%
73
+9
1106
$3K ﹤0.01%
20
1107
$3K ﹤0.01%
52
1108
$3K ﹤0.01%
28
1109
$3K ﹤0.01%
100
1110
$3K ﹤0.01%
56
1111
$3K ﹤0.01%
51
1112
$3K ﹤0.01%
69
1113
$3K ﹤0.01%
25
-84
1114
$3K ﹤0.01%
20
1115
$3K ﹤0.01%
40
1116
$3K ﹤0.01%
21
-34
1117
$3K ﹤0.01%
+637
1118
$3K ﹤0.01%
26
-8
1119
$3K ﹤0.01%
+75
1120
$3K ﹤0.01%
135
1121
$3K ﹤0.01%
+209
1122
$3K ﹤0.01%
80
1123
$3K ﹤0.01%
200
1124
$3K ﹤0.01%
200
1125
$3K ﹤0.01%
+29
43 44
45
46 47