CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
+$11.8M
2
+$5.91M
3
+$4.25M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$3.9M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$3.72M

Top Sells

1
+$11.9M
2
+$9.98M
3
+$5.01M
4
IBD icon
Inspire Corporate Bond ETF
IBD
+$4.71M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$3.94M

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
601
$41K 0.01%
1,661
602
$41K 0.01%
1,054
603
$41K 0.01%
5,137
+81
604
$40K 0.01%
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605
$40K 0.01%
250
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606
$40K 0.01%
1,050
-1,103
607
$39K 0.01%
1,318
+401
608
$39K 0.01%
86
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609
$39K 0.01%
909
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610
$39K 0.01%
1,218
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611
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1,422
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612
$39K 0.01%
413
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613
$38K 0.01%
9,150
614
$38K 0.01%
182
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615
$38K 0.01%
1,661
616
$38K 0.01%
1,871
617
$37K 0.01%
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618
$37K 0.01%
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$37K 0.01%
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675
621
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622
$37K 0.01%
1,480
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623
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407
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624
$37K 0.01%
518
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625
$36K 0.01%
703
23 24
25
26 27