CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.93%
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 4.18%
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%
123
502
$5K ﹤0.01%
126
-39
503
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32
504
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100
505
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400
506
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800
507
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+140
508
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400
-7,482
509
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350
510
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30
511
$4K ﹤0.01%
28
512
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20
513
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45
514
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+141
515
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86
516
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32
517
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49
518
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519
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35
520
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+39
521
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378
+5
522
$4K ﹤0.01%
+253
523
$4K ﹤0.01%
82
524
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+90
525
$4K ﹤0.01%
50
19 20
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