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
$147M
AUM Growth
-$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
834
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$2.3M
3
+$917K
4
BLES icon
Inspire Global Hope ETF
BLES
+$695K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$603K

Top Sells

1
+$4M
2
+$2.35M
3
+$2.05M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.71M
5
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$1.54M

Sector Composition

1 Technology 4.18%
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
326
$19K 0.01%
+155
327
$19K 0.01%
+926
328
$19K 0.01%
931
329
$18K 0.01%
602
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330
$18K 0.01%
545
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331
$18K 0.01%
350
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332
$18K 0.01%
841
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333
$18K 0.01%
282
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334
$18K 0.01%
235
335
$18K 0.01%
895
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336
$18K 0.01%
2,800
-500
337
$17K 0.01%
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338
$17K 0.01%
303
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339
$17K 0.01%
475
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340
$17K 0.01%
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341
$17K 0.01%
500
342
$17K 0.01%
145
343
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100
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344
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345
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346
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347
$16K 0.01%
260
348
$16K 0.01%
300
349
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400
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350
$16K 0.01%
300
12 13
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