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

Top Buys

1
+$21.4M
2
+$8.92M
3
+$5.77M
4
IBD icon
Inspire Corporate Bond ETF
IBD
+$5.76M
5
BYLD icon
iShares Yield Optimized Bond ETF
BYLD
+$4.23M

Top Sells

1
+$3.95M
2
+$3.55M
3
+$2.79M
4
BIBL icon
Inspire 100 ETF
BIBL
+$2.75M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$2.59M

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
26
$1.5M 0.77%
7,903
-6,336
27
$1.44M 0.74%
10,886
-32
28
$1.39M 0.72%
14,280
+460
29
$1.36M 0.7%
71,059
+70,245
30
$1.34M 0.69%
46,665
-137,305
31
$1.33M 0.68%
33,891
+2,557
32
$1.24M 0.64%
44,709
+2,282
33
$1.14M 0.59%
4,420
-632
34
$1.04M 0.54%
27,512
+4,114
35
$1.02M 0.52%
12,851
-3,121
36
$1M 0.52%
29,102
+975
37
$988K 0.51%
11,345
-2,009
38
$947K 0.49%
22,125
-83,016
39
$932K 0.48%
9,842
+716
40
$916K 0.47%
12,948
-329
41
$859K 0.44%
9,492
-1,351
42
$819K 0.42%
22,536
+2,448
43
$780K 0.4%
8,069
-21,118
44
$778K 0.4%
10,837
+405
45
$775K 0.4%
6,387
+856
46
$740K 0.38%
7,359
+5,052
47
$709K 0.36%
54,872
-173,704
48
$695K 0.36%
2,688
-6,871
49
$689K 0.35%
12,719
-2,053
50
$688K 0.35%
13,837
+368
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