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
State Street 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
451
$7K ﹤0.01%
34
452
$7K ﹤0.01%
650
453
$7K ﹤0.01%
66
454
$7K ﹤0.01%
100
-35
455
$7K ﹤0.01%
367
-100
456
$7K ﹤0.01%
45
457
$7K ﹤0.01%
189
-3,300
458
$7K ﹤0.01%
+291
459
$7K ﹤0.01%
185
-33
460
$7K ﹤0.01%
52
461
$7K ﹤0.01%
353
462
$7K ﹤0.01%
65
-900
463
$7K ﹤0.01%
35
+23
464
$7K ﹤0.01%
390
465
$7K ﹤0.01%
553
-50
466
$7K ﹤0.01%
+150
467
$7K ﹤0.01%
200
468
$7K ﹤0.01%
594
469
$7K ﹤0.01%
65
+44
470
$6K ﹤0.01%
850
471
$6K ﹤0.01%
59
472
$6K ﹤0.01%
153
+1
473
$6K ﹤0.01%
200
474
$6K ﹤0.01%
48
475
$6K ﹤0.01%
99
+1
17 18
19
20 21