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
376
$13K 0.01%
+88
377
$13K 0.01%
164
-85
378
$13K 0.01%
1,000
379
$13K 0.01%
688
380
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158
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381
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300
382
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500
383
$13K 0.01%
750
384
$12K 0.01%
113
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385
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240
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386
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+140
387
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296
388
$12K 0.01%
252
389
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210
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390
$12K 0.01%
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391
$12K 0.01%
650
392
$11K 0.01%
138
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393
$11K 0.01%
371
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394
$11K 0.01%
243
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396
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397
$11K 0.01%
612
398
$11K 0.01%
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399
$11K 0.01%
787
400
$10K 0.01%
201
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