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
301
$22K 0.01%
348
-800
302
$22K 0.01%
1,350
303
$22K 0.01%
425
304
$22K 0.01%
550
305
$21K 0.01%
3,656
306
$21K 0.01%
1,200
307
$21K 0.01%
700
308
$21K 0.01%
614
-150
309
$21K 0.01%
555
-49
310
$21K 0.01%
166
+2
311
$21K 0.01%
320
312
$21K 0.01%
794
+9
313
$21K 0.01%
131
+120
314
$20K 0.01%
+822
315
$20K 0.01%
352
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316
$20K 0.01%
422
317
$20K 0.01%
+292
318
$20K 0.01%
744
-1,529
319
$20K 0.01%
719
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320
$20K 0.01%
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321
$19K 0.01%
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322
$19K 0.01%
467
-4,094
323
$19K 0.01%
+580
324
$19K 0.01%
650
325
$19K 0.01%
738
11 12
13
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