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
1151
$2K ﹤0.01%
39
1152
$2K ﹤0.01%
13
+10
1153
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12
1154
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31
1155
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1156
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16
1157
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+75
1158
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31
1159
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1160
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23
1161
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+66
1162
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1163
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+60
1164
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45
1165
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400
-1,500
1166
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46
1167
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27
1168
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14
1169
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100
1170
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+76
1171
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86
1172
$2K ﹤0.01%
63
1173
$2K ﹤0.01%
+100
1174
$2K ﹤0.01%
15
+8
1175
$2K ﹤0.01%
+100
45 46
47
48 49