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
551
$3K ﹤0.01%
46
-30
552
$3K ﹤0.01%
302
+1
553
$3K ﹤0.01%
226
554
$3K ﹤0.01%
16
555
$3K ﹤0.01%
44
-152
556
$3K ﹤0.01%
23
557
$3K ﹤0.01%
225
+200
558
$3K ﹤0.01%
30
559
$3K ﹤0.01%
50
560
$3K ﹤0.01%
337
561
$3K ﹤0.01%
33
562
$3K ﹤0.01%
50
563
$3K ﹤0.01%
5
564
$3K ﹤0.01%
53
-4
565
$3K ﹤0.01%
32
566
$3K ﹤0.01%
160
567
$3K ﹤0.01%
180
568
$3K ﹤0.01%
250
-21,410
569
$3K ﹤0.01%
200
570
$3K ﹤0.01%
150
-750
571
$3K ﹤0.01%
54
-350
572
$3K ﹤0.01%
26
-14
573
$3K ﹤0.01%
29
574
$3K ﹤0.01%
41
575
$3K ﹤0.01%
80
-3,380
21 22
23
24 25