CFD

Creative Financial Designs Portfolio holdings

AUM $1.39B
1-Year Est. Return 10.76%
This Quarter Est. Return
1 Year Est. Return
+10.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
-$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
834
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.34M
3
+$934K
4
BLES icon
Inspire Global Hope ETF
BLES
+$714K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$618K

Top Sells

1
+$4.22M
2
+$2.4M
3
+$2.08M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.71M
5
XAR icon
SPDR S&P Aerospace & Defense ETF
XAR
+$1.57M

Sector Composition

1 Technology 4.19%
2 Industrials 3.77%
3 Healthcare 3.7%
4 Consumer Staples 3.09%
5 Consumer Discretionary 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$46K 0.03%
1,935
-17,441
227
$46K 0.03%
880
-3,380
228
$46K 0.03%
1,016
229
$46K 0.03%
491
-150
230
$45K 0.03%
936
-603
231
$45K 0.03%
1,000
232
$45K 0.03%
876
233
$44K 0.03%
2,347
-196
234
$44K 0.03%
+2,978
235
$44K 0.03%
837
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236
$43K 0.03%
590
+270
237
$42K 0.03%
500
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238
$42K 0.03%
1,025
+500
239
$41K 0.03%
307
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240
$40K 0.03%
1,029
-250
241
$40K 0.03%
273
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242
$40K 0.03%
2,298
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243
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244
$38K 0.03%
800
245
$38K 0.03%
751
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246
$37K 0.03%
689
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247
$37K 0.03%
295
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248
$36K 0.02%
349
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249
$35K 0.02%
1,000
250
$35K 0.02%
320
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10
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