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
1226
$1K ﹤0.01%
69
1227
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2
1228
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11
-86
1229
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50
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15
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+65
1234
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10
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100
1236
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6
+1
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33
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1240
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150
1241
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+19
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$0 ﹤0.01%
2
1244
– –
-174
1245
– –
-143,712
1246
– –
-700
1247
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0
1248
– –
-40
1249
– –
-900
1250
$0 ﹤0.01%
+6
48 49
50
51 52