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
$194M
AUM Growth
-$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$11.2M
3
+$6.01M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$5.73M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$4.81M

Top Sells

1
+$5.1M
2
+$4.38M
3
+$3.41M
4
BIBL icon
Inspire 100 ETF
BIBL
+$3.23M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.88M

Sector Composition

1 Technology 3.05%
2 Industrials 3.04%
3 Consumer Staples 2.34%
4 Financials 1.93%
5 Consumer Discretionary 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$37K 0.02%
3,768
+680
252
$36K 0.02%
705
+90
253
$36K 0.02%
+620
254
$35K 0.02%
+570
255
$35K 0.02%
973
+719
256
$35K 0.02%
3,261
257
$34K 0.02%
464
-292
258
$34K 0.02%
1,117
-628
259
$33K 0.02%
1,500
-2,915
260
$32K 0.02%
1,320
261
$32K 0.02%
+237
262
$32K 0.02%
822
-150
263
$32K 0.02%
355
-50
264
$31K 0.02%
358
+100
265
$31K 0.02%
2,395
266
$30K 0.02%
894
+844
267
$30K 0.02%
500
+60
268
$30K 0.02%
+40
269
$29K 0.01%
+458
270
$28K 0.01%
188
271
$27K 0.01%
+200
272
$27K 0.01%
1,581
+688
273
$27K 0.01%
750
+332
274
$26K 0.01%
105
275
$26K 0.01%
373
+5
9 10
11
12 13