CFD

Creative Financial Designs Portfolio holdings

AUM $1.39B
1-Year Est. Return 10.76%
This Quarter Est. Return
1 Year Est. Return
+10.76%
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 4.19%
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
526
$4K ﹤0.01%
72
527
$4K ﹤0.01%
44
+1
528
$4K ﹤0.01%
66
529
$4K ﹤0.01%
35
530
$4K ﹤0.01%
+39
531
$4K ﹤0.01%
378
+5
532
$4K ﹤0.01%
+253
533
$4K ﹤0.01%
197
534
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60
535
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83
536
$4K ﹤0.01%
55
+37
537
$4K ﹤0.01%
61
+60
538
$4K ﹤0.01%
30
539
$4K ﹤0.01%
82
540
$4K ﹤0.01%
+90
541
$4K ﹤0.01%
50
542
$4K ﹤0.01%
54
543
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500
544
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244
-13
545
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29
546
$4K ﹤0.01%
186
547
$4K ﹤0.01%
170
548
$4K ﹤0.01%
33
-40
549
$3K ﹤0.01%
13
550
$3K ﹤0.01%
2
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