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
1176
$2K ﹤0.01%
8
+3
1177
$2K ﹤0.01%
7
1178
$2K ﹤0.01%
39
1179
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15
+8
1180
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+100
1181
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5
1182
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160
+99
1183
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22
1184
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75
1185
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19
1186
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+45
1187
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3
1188
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+20
1189
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24
1190
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27
1191
$1K ﹤0.01%
6
-550
1192
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1193
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300
1194
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1195
$1K ﹤0.01%
39
1196
$1K ﹤0.01%
40
1197
$1K ﹤0.01%
275
1198
$1K ﹤0.01%
7
1199
$1K ﹤0.01%
+20
1200
$1K ﹤0.01%
17
46 47
48
49 50