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
1051
$5K ﹤0.01%
140
+130
1052
$5K ﹤0.01%
+75
1053
$5K ﹤0.01%
62
1054
$5K ﹤0.01%
97
1055
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100
1056
$5K ﹤0.01%
47
1057
$5K ﹤0.01%
+350
1058
$5K ﹤0.01%
500
1059
$4K ﹤0.01%
37
1060
$4K ﹤0.01%
105
1061
$4K ﹤0.01%
1,230
1062
$4K ﹤0.01%
190
1063
$4K ﹤0.01%
250
-500
1064
$4K ﹤0.01%
83
1065
$4K ﹤0.01%
132
+1
1066
$4K ﹤0.01%
16
1067
$4K ﹤0.01%
135
-4
1068
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26
1069
$4K ﹤0.01%
+75
1070
$4K ﹤0.01%
+88
1071
$4K ﹤0.01%
100
1072
$4K ﹤0.01%
33
1073
$4K ﹤0.01%
+50
1074
$4K ﹤0.01%
51
1075
$4K ﹤0.01%
2,000
41 42
43
44 45