CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
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
476
-280
477
-200
478
-225
479
-89
480
-690
481
-96
482
0
483
0
484
-1
485
-102
486
-18
487
0
488
-2,482
489
$0 ﹤0.01%
+4
490
-472
491
-1
492
$0 ﹤0.01%
17
493
-200
494
-10,848
495
-160
496
-3,614
497
-688
498
-150
499
0
500
-169