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
101
$1.4M 0.21%
26,340
-233
102
$1.38M 0.21%
33,049
+28,219
103
$1.38M 0.21%
12,486
-13
104
$1.36M 0.21%
9,720
+20
105
$1.33M 0.2%
71,264
-10,200
106
$1.33M 0.2%
13,594
+1,649
107
$1.33M 0.2%
18,325
+196
108
$1.33M 0.2%
5,575
-197
109
$1.31M 0.2%
11,829
+3,304
110
$1.3M 0.2%
25,372
+416
111
$1.3M 0.2%
9,018
+192
112
$1.27M 0.19%
11,412
+653
113
$1.26M 0.19%
10,885
+269
114
$1.26M 0.19%
13,954
+2,534
115
$1.25M 0.19%
32,278
-584
116
$1.24M 0.19%
16,331
+555
117
$1.22M 0.19%
+25,660
118
$1.18M 0.18%
5,535
+311
119
$1.16M 0.18%
22,589
+482
120
$1.14M 0.17%
34,920
+895
121
$1.14M 0.17%
5,362
+180
122
$1.08M 0.16%
4,458
+260
123
$1.06M 0.16%
9,224
-174
124
$1.05M 0.16%
27,473
+3,993
125
$1.05M 0.16%
5,394
+732
3 4
5
6 7