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
1201
$1K ﹤0.01%
40
1202
$1K ﹤0.01%
275
1203
$1K ﹤0.01%
7
1204
$1K ﹤0.01%
+20
1205
$1K ﹤0.01%
200
1206
$1K ﹤0.01%
+20
1207
$1K ﹤0.01%
+40
1208
$1K ﹤0.01%
+65
1209
$1K ﹤0.01%
31
1210
$1K ﹤0.01%
100
1211
$1K ﹤0.01%
200
1212
$1K ﹤0.01%
+5
1213
$1K ﹤0.01%
26
+17
1214
$1K ﹤0.01%
9
1215
$1K ﹤0.01%
50
1216
$1K ﹤0.01%
22
1217
$1K ﹤0.01%
5
1218
$1K ﹤0.01%
80
1219
$1K ﹤0.01%
12
1220
$1K ﹤0.01%
10
1221
$1K ﹤0.01%
12
1222
$1K ﹤0.01%
+52
1223
$1K ﹤0.01%
37
1224
$1K ﹤0.01%
40
1225
$1K ﹤0.01%
18
47 48
49
50 51