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
526
– –
0
527
$0 ﹤0.01%
3
-2
528
– –
-12
529
$0 ﹤0.01%
+3
530
– –
-50
531
– –
-158
532
$0 ﹤0.01%
+1
533
– –
0
534
– –
-1,230
535
– –
-176
536
– –
-15
537
– –
-75
538
$0 ﹤0.01%
+4
539
– –
0
540
$0 ﹤0.01%
304
541
– –
-1,000
542
– –
-32,670
543
– –
0
544
$0 ﹤0.01%
+1
545
$0 ﹤0.01%
+9
546
– –
-590
547
– –
-3,000
548
– –
-750
549
– –
-600
550
$0 ﹤0.01%
180
20 21
22
23 24