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

Top Buys

1
+$25.8M
2
+$11.2M
3
+$6.01M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$5.73M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$4.81M

Top Sells

1
+$5.1M
2
+$4.38M
3
+$3.41M
4
BIBL icon
Inspire 100 ETF
BIBL
+$3.23M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.88M

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
501
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-200
502
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-18,876
503
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0
504
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505
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-216
506
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-3,905
507
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0
508
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-450
509
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-400
510
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0
511
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-545
512
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0
513
$0 ﹤0.01%
3
-2
514
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-12
515
$0 ﹤0.01%
+3
516
– –
-50
517
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-158
518
$0 ﹤0.01%
+1
519
– –
0
520
– –
-1,230
521
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-176
522
– –
-15
523
– –
-75
524
$0 ﹤0.01%
+4
525
– –
-6,200
19 20
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