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
1
$20M 3.04%
657,952
+121,438
2
$18.9M 2.87%
127,803
+18,192
3
$17.9M 2.72%
278,335
+4,615
4
$16.8M 2.56%
96,491
+2,624
5
$16.4M 2.49%
229,226
+3,712
6
$15.1M 2.29%
302,398
+66,964
7
$14.3M 2.17%
188,009
-17,618
8
$13.5M 2.05%
172,594
+1,565
9
$12.5M 1.9%
129,618
-1,887
10
$12.2M 1.85%
338,156
+28,659
11
$12M 1.82%
110,801
-1,482
12
$11.7M 1.79%
387,860
+385,488
13
$11.2M 1.71%
439,061
+4,807
14
$11.1M 1.68%
306,822
+34,708
15
$10.8M 1.65%
66,480
+3,800
16
$10.5M 1.6%
217,527
+8,334
17
$10M 1.52%
89,141
-2,250
18
$9.05M 1.38%
333,688
+8,294
19
$8.7M 1.32%
31,571
+985
20
$8.41M 1.28%
279,165
-9,094
21
$8.4M 1.28%
254,521
+74,070
22
$7.08M 1.08%
106,317
+25,955
23
$7M 1.07%
145,726
+6,554
24
$6.84M 1.04%
83,581
+4,406
25
$6.51M 0.99%
196,081
+7,755
1
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