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
$194M
AUM Growth
-$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$11.2M
3
+$6.01M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$5.73M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$4.81M

Top Sells

1
+$5.1M
2
+$4.38M
3
+$3.41M
4
BIBL icon
Inspire 100 ETF
BIBL
+$3.23M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.88M

Sector Composition

1 Technology 3.05%
2 Industrials 3.04%
3 Consumer Staples 2.34%
4 Financials 1.93%
5 Consumer Discretionary 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$5K ﹤0.01%
208
402
$5K ﹤0.01%
+1,000
403
$5K ﹤0.01%
212
404
$5K ﹤0.01%
464
405
$5K ﹤0.01%
200
-204
406
$5K ﹤0.01%
350
407
$5K ﹤0.01%
35
408
$5K ﹤0.01%
101
+1
409
$5K ﹤0.01%
32
410
$5K ﹤0.01%
+55
411
$5K ﹤0.01%
100
-3
412
$5K ﹤0.01%
100
-146
413
$5K ﹤0.01%
+228
414
$4K ﹤0.01%
+59
415
$4K ﹤0.01%
25
-15
416
$4K ﹤0.01%
231
417
$4K ﹤0.01%
130
418
$4K ﹤0.01%
132
+16
419
$4K ﹤0.01%
+132
420
$4K ﹤0.01%
240
421
$4K ﹤0.01%
102
+2
422
$4K ﹤0.01%
70
423
$4K ﹤0.01%
52
424
$4K ﹤0.01%
301
425
$4K ﹤0.01%
15
15 16
17
18 19