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
1201
$1K ﹤0.01%
21
1202
$1K ﹤0.01%
39
1203
$1K ﹤0.01%
40
1204
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275
1205
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1206
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1207
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1208
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1209
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+40
1210
$1K ﹤0.01%
+65
1211
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31
1212
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1213
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200
1214
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+5
1215
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26
+17
1216
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5
1217
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80
1218
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1219
$1K ﹤0.01%
2
1220
$1K ﹤0.01%
12
1221
$1K ﹤0.01%
+52
1222
$1K ﹤0.01%
37
1223
$1K ﹤0.01%
40
1224
$1K ﹤0.01%
18
1225
$1K ﹤0.01%
69