CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
501
$5K ﹤0.01%
40
502
$5K ﹤0.01%
106
+1
503
$5K ﹤0.01%
123
504
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126
-39
505
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32
506
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100
507
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400
508
$5K ﹤0.01%
800
509
$5K ﹤0.01%
+140
510
$5K ﹤0.01%
400
-7,482
511
$4K ﹤0.01%
+50
512
$4K ﹤0.01%
380
513
$4K ﹤0.01%
72
514
$4K ﹤0.01%
44
+1
515
$4K ﹤0.01%
66
516
$4K ﹤0.01%
35
517
$4K ﹤0.01%
+39
518
$4K ﹤0.01%
378
+5
519
$4K ﹤0.01%
+253
520
$4K ﹤0.01%
197
521
$4K ﹤0.01%
60
522
$4K ﹤0.01%
83
523
$4K ﹤0.01%
55
+37
524
$4K ﹤0.01%
61
+60
525
$4K ﹤0.01%
30
19 20
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