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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
$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
$0 ﹤0.01%
5
-1,930
502
$0 ﹤0.01%
+1
503
– –
0
504
– –
-1,858
505
– –
-2,957
506
– –
0
507
$0 ﹤0.01%
+2
508
$0 ﹤0.01%
3
-717
509
– –
-274
510
– –
-139
511
– –
-200
512
– –
-226
513
– –
0
514
– –
-152
515
– –
-17,994
516
$0 ﹤0.01%
+1
517
– –
-75
518
$0 ﹤0.01%
6
519
– –
0
520
– –
-104
521
– –
-6,450
522
– –
-1,434
523
– –
-3,285
524
– –
-900
525
– –
-184
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