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
251
$35K 0.02%
337
-50
252
$34K 0.02%
1,000
253
$33K 0.02%
303
-397
254
$33K 0.02%
1,026
-2,637
255
$32K 0.02%
2,900
256
$32K 0.02%
300
257
$32K 0.02%
400
258
$32K 0.02%
2,459
259
$32K 0.02%
2,250
-250
260
$31K 0.02%
452
-35
261
$31K 0.02%
788
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262
$31K 0.02%
700
263
$31K 0.02%
454
-150
264
$30K 0.02%
395
265
$30K 0.02%
130
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266
$29K 0.02%
118
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267
$29K 0.02%
577
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268
$28K 0.02%
378
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269
$28K 0.02%
1,270
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270
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271
$28K 0.02%
419
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272
$28K 0.02%
400
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273
$27K 0.02%
91
+46
274
$27K 0.02%
1,434
-207
275
$27K 0.02%
151
+101
9 10
11
12 13