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
276
$27K 0.02%
414
+399
277
$26K 0.02%
249
278
$26K 0.02%
840
279
$26K 0.02%
1,173
+23
280
$26K 0.02%
405
-200
281
$26K 0.02%
310
-241
282
$26K 0.02%
3,500
+1,000
283
$25K 0.02%
532
-58
284
$25K 0.02%
317
-45
285
$25K 0.02%
967
286
$25K 0.02%
1,958
+455
287
$24K 0.02%
822
+1
288
$24K 0.02%
675
289
$24K 0.02%
196
+31
290
$24K 0.02%
500
+400
291
$24K 0.02%
296
292
$24K 0.02%
336
-156
293
$24K 0.02%
+206
294
$23K 0.02%
400
+277
295
$23K 0.02%
975
-175
296
$23K 0.02%
750
297
$23K 0.02%
450
+410
298
$23K 0.02%
400
299
$22K 0.01%
2,500
300
$22K 0.01%
412
-392
10 11
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