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
876
$12K ﹤0.01%
+244
877
$12K ﹤0.01%
+650
878
$12K ﹤0.01%
+900
879
$11K ﹤0.01%
+1,000
880
$11K ﹤0.01%
519
+8
881
$11K ﹤0.01%
+243
882
$11K ﹤0.01%
27
883
$11K ﹤0.01%
100
884
$11K ﹤0.01%
129
-36
885
$11K ﹤0.01%
500
886
$11K ﹤0.01%
441
+4
887
$11K ﹤0.01%
477
+4
888
$11K ﹤0.01%
104
889
$11K ﹤0.01%
310
890
$11K ﹤0.01%
95
891
$11K ﹤0.01%
39
892
$11K ﹤0.01%
75
893
$11K ﹤0.01%
707
894
$10K ﹤0.01%
115
895
$10K ﹤0.01%
210
+51
896
$10K ﹤0.01%
200
897
$10K ﹤0.01%
187
+105
898
$10K ﹤0.01%
203
899
$10K ﹤0.01%
166
-2,775
900
$10K ﹤0.01%
18
34 35
36
37 38