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
176
$565K 0.09%
12,700
+7,128
177
$564K 0.09%
41,321
+2,138
178
$552K 0.08%
6,935
-715
179
$550K 0.08%
3,503
-11
180
$546K 0.08%
32,315
+582
181
$543K 0.08%
2,135
+303
182
$539K 0.08%
10,344
+500
183
$537K 0.08%
4,895
+109
184
$533K 0.08%
7,182
-861
185
$520K 0.08%
13,806
-2,817
186
$518K 0.08%
1,827
+36
187
$514K 0.08%
893
+120
188
$501K 0.08%
7,260
-21,710
189
$496K 0.08%
4,841
+484
190
$495K 0.08%
2,587
+317
191
$489K 0.07%
5,924
-106
192
$488K 0.07%
957
+6
193
$487K 0.07%
3,553
+287
194
$487K 0.07%
3,867
+50
195
$485K 0.07%
34,953
+9,733
196
$483K 0.07%
3,247
+956
197
$482K 0.07%
5,906
-250
198
$480K 0.07%
5,397
+60
199
$478K 0.07%
19,692
-53,292
200
$475K 0.07%
17,404
+860
6 7
8
9 10