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
1151
$2K ﹤0.01%
15
+8
1152
$2K ﹤0.01%
+100
1153
$2K ﹤0.01%
5
1154
$2K ﹤0.01%
160
+99
1155
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22
1156
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75
1157
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19
1158
$2K ﹤0.01%
+45
1159
$2K ﹤0.01%
13
+12
1160
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8
+3
1161
$2K ﹤0.01%
7
1162
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39
1163
$2K ﹤0.01%
13
+10
1164
$2K ﹤0.01%
12
1165
$2K ﹤0.01%
31
1166
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26
1167
$2K ﹤0.01%
31
1168
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35
1169
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23
1170
$2K ﹤0.01%
+66
1171
$2K ﹤0.01%
133
1172
$2K ﹤0.01%
+60
1173
$2K ﹤0.01%
45
1174
$2K ﹤0.01%
400
-1,500
1175
$2K ﹤0.01%
46
45 46
47
48 49