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
351
$16K 0.01%
310
-5
352
$16K 0.01%
122
-285
353
$16K 0.01%
1,250
+700
354
$15K 0.01%
+100
355
$15K 0.01%
300
356
$15K 0.01%
200
-18
357
$15K 0.01%
338
-79
358
$15K 0.01%
157
359
$15K 0.01%
730
360
$15K 0.01%
1,055
+1
361
$15K 0.01%
58
-12
362
$15K 0.01%
224
+3
363
$15K 0.01%
1,688
364
$14K 0.01%
+213
365
$14K 0.01%
371
-1,783
366
$14K 0.01%
205
+119
367
$14K 0.01%
246
368
$14K 0.01%
1,342
+526
369
$14K 0.01%
806
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370
$14K 0.01%
377
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371
$14K 0.01%
164
-50
372
$14K 0.01%
372
373
$13K 0.01%
225
+100
374
$13K 0.01%
457
-80
375
$13K 0.01%
163
+100
13 14
15
16 17