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
1276
-167
1277
0
1278
-1,500
1279
0
1280
$0 ﹤0.01%
3
1281
-196
1282
-10
1283
0
1284
-36
1285
-60
1286
-1,120
1287
-1,584
1288
$0 ﹤0.01%
2
1289
$0 ﹤0.01%
3
1290
$0 ﹤0.01%
4
1291
-16
1292
-86
1293
-1,180
1294
$0 ﹤0.01%
11
1295
-7,960
1296
-100
1297
-2,371
1298
-125
1299
$0 ﹤0.01%
7
1300
-38