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
$147M
AUM Growth
-$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
834
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$2.3M
3
+$917K
4
BLES icon
Inspire Global Hope ETF
BLES
+$695K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$603K

Top Sells

1
+$4M
2
+$2.35M
3
+$2.05M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.71M
5
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$1.54M

Sector Composition

1 Technology 4.18%
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
476
$6K ﹤0.01%
130
477
$6K ﹤0.01%
108
478
$6K ﹤0.01%
110
479
$6K ﹤0.01%
105
480
$6K ﹤0.01%
325
481
$6K ﹤0.01%
355
482
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+63
483
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41
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208
+6
485
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350
486
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3
487
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100
488
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86
+2
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$5K ﹤0.01%
+140
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40
491
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50
492
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495
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40
-52
497
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+50
498
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499
$5K ﹤0.01%
70
500
$5K ﹤0.01%
40
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