CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
976
$7K ﹤0.01%
208
977
$7K ﹤0.01%
1,800
978
$7K ﹤0.01%
79
-2,448
979
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+130
980
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+241
981
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80
982
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520
+13
983
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55
-40
984
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120
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985
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112
+1
986
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75
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987
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56
988
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5
989
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528
990
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+275
991
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150
992
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155
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993
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104
994
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32
995
$6K ﹤0.01%
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996
$6K ﹤0.01%
+51
997
$6K ﹤0.01%
565
998
$6K ﹤0.01%
26
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999
$6K ﹤0.01%
130
1000
$6K ﹤0.01%
220
-2,520
38 39
40
41 42