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
1301
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0
1302
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0
1303
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0
1304
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-14,250
1305
– –
-84
1306
$0 ﹤0.01%
+7
1307
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-200
1308
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-578
1309
$0 ﹤0.01%
4
1310
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-200
1311
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-1,064
1312
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+20
1313
$0 ﹤0.01%
1,100
1314
– –
-2,500
1315
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-72
1316
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-2,500
1317
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-892
1318
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-8,750
1319
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-195
1320
$0 ﹤0.01%
1
-1,000
1321
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-1,000
1322
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0
1323
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-688
1324
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0
1325
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-124
51 52
53
54 55