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
1101
$4K ﹤0.01%
+500
1102
$4K ﹤0.01%
100
1103
$4K ﹤0.01%
166
+3
1104
$4K ﹤0.01%
750
-1,000
1105
$3K ﹤0.01%
+175
1106
$3K ﹤0.01%
100
1107
$3K ﹤0.01%
+100
1108
$3K ﹤0.01%
38
1109
$3K ﹤0.01%
50
1110
$3K ﹤0.01%
+109
1111
$3K ﹤0.01%
57
1112
$3K ﹤0.01%
16
1113
$3K ﹤0.01%
54
1114
$3K ﹤0.01%
64
1115
$3K ﹤0.01%
76
+25
1116
$3K ﹤0.01%
6
1117
$3K ﹤0.01%
490
1118
$3K ﹤0.01%
+503
1119
$3K ﹤0.01%
73
+9
1120
$3K ﹤0.01%
20
1121
$3K ﹤0.01%
52
1122
$3K ﹤0.01%
28
1123
$3K ﹤0.01%
100
1124
$3K ﹤0.01%
83
1125
$3K ﹤0.01%
51
43 44
45
46 47