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
526
$4K ﹤0.01%
82
527
$4K ﹤0.01%
+90
528
$4K ﹤0.01%
50
529
$4K ﹤0.01%
54
530
$4K ﹤0.01%
500
531
$4K ﹤0.01%
244
-13
532
$4K ﹤0.01%
29
533
$4K ﹤0.01%
186
534
$4K ﹤0.01%
170
535
$4K ﹤0.01%
33
-40
536
$4K ﹤0.01%
28
537
$4K ﹤0.01%
+200
538
$4K ﹤0.01%
20
539
$4K ﹤0.01%
45
540
$4K ﹤0.01%
+141
541
$4K ﹤0.01%
86
542
$4K ﹤0.01%
32
543
$4K ﹤0.01%
49
544
$4K ﹤0.01%
80
545
$4K ﹤0.01%
69
546
$4K ﹤0.01%
78
547
$4K ﹤0.01%
69
-25
548
$4K ﹤0.01%
80
+2
549
$3K ﹤0.01%
13
550
$3K ﹤0.01%
50
20 21
22
23 24