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
151
$735K 0.11%
30,888
-11,574
152
$732K 0.11%
5,371
-5,894
153
$728K 0.11%
3,600
+4
154
$726K 0.11%
5,531
+436
155
$725K 0.11%
8,832
+536
156
$721K 0.11%
10,660
+1,590
157
$708K 0.11%
36,342
+3,095
158
$706K 0.11%
9,101
-437
159
$702K 0.11%
5,182
+188
160
$699K 0.11%
2,814
-223
161
$698K 0.11%
11,259
+2,488
162
$695K 0.11%
5,230
-276
163
$689K 0.1%
10,700
+3
164
$685K 0.1%
28,918
+1,882
165
$662K 0.1%
16,530
+4,534
166
$658K 0.1%
6,428
+271
167
$653K 0.1%
2,612
+407
168
$652K 0.1%
12,838
+10,863
169
$651K 0.1%
17,210
+1,195
170
$642K 0.1%
3,945
-6,892
171
$638K 0.1%
4,695
+33
172
$621K 0.09%
6,029
+109
173
$615K 0.09%
17,928
+1,865
174
$590K 0.09%
31,553
+5,088
175
$570K 0.09%
6,901
-363
5 6
7
8 9