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
201
$468K 0.07%
16,986
+4,657
202
$467K 0.07%
2,583
-16
203
$467K 0.07%
9,299
-235,925
204
$458K 0.07%
5,870
+7
205
$451K 0.07%
8,494
+1,397
206
$448K 0.07%
10,842
-1,973
207
$441K 0.07%
1,942
+62
208
$425K 0.06%
4,063
-1,299
209
$423K 0.06%
2,287
+405
210
$421K 0.06%
1,276
-543
211
$419K 0.06%
8,433
-1,281
212
$416K 0.06%
10,503
+336
213
$416K 0.06%
8,070
-43
214
$415K 0.06%
2,340
+313
215
$412K 0.06%
16,402
+4,196
216
$408K 0.06%
14,072
+8,801
217
$408K 0.06%
1,840
+53
218
$406K 0.06%
11,370
+490
219
$404K 0.06%
1,817
+35
220
$400K 0.06%
9,720
-5,681
221
$394K 0.06%
4,766
222
$392K 0.06%
1,872
+81
223
$386K 0.06%
8,384
+100
224
$385K 0.06%
3,088
-141
225
$382K 0.06%
1,780
-19
7 8
9
10 11