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
126
$1.04M 0.16%
5,529
-3,484
127
$1.03M 0.16%
19,720
+638
128
$1.01M 0.15%
40,934
+26,327
129
$1M 0.15%
19,654
+1,038
130
$991K 0.15%
7,167
-246
131
$978K 0.15%
27,408
+26,714
132
$960K 0.15%
5,924
-152
133
$959K 0.15%
13,923
+13,626
134
$956K 0.15%
18,231
-1,787
135
$921K 0.14%
13,785
+9,885
136
$907K 0.14%
19,521
+147
137
$853K 0.13%
11,165
+422
138
$853K 0.13%
5,368
+129
139
$851K 0.13%
44,764
+3,546
140
$845K 0.13%
5,529
+470
141
$820K 0.12%
45,965
+4,659
142
$819K 0.12%
2,999
+195
143
$807K 0.12%
17,775
-907
144
$807K 0.12%
9,531
+2,051
145
$795K 0.12%
2,253
-16
146
$753K 0.11%
25,931
+17,524
147
$749K 0.11%
11,057
+927
148
$747K 0.11%
3,518
+713
149
$739K 0.11%
7,302
+3
150
$735K 0.11%
21,644
+11,131
4 5
6
7 8