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
1276
-196
1277
-10
1278
0
1279
-36
1280
-60
1281
-1,584
1282
$0 ﹤0.01%
2
1283
$0 ﹤0.01%
3
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$0 ﹤0.01%
11
1285
-7,960
1286
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1287
-2,371
1288
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1289
$0 ﹤0.01%
7
1290
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1293
0
1294
-1,699
1295
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1296
$0 ﹤0.01%
+9
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$0 ﹤0.01%
15
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$0 ﹤0.01%
+5
1299
-115
1300
-75