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
576
$3K ﹤0.01%
29
577
$3K ﹤0.01%
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578
$3K ﹤0.01%
80
-3,380
579
$2K ﹤0.01%
396
580
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581
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582
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583
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584
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585
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586
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587
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588
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589
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10
590
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591
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35
-238
592
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595
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-100
596
$2K ﹤0.01%
+187
597
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31
598
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100
599
$2K ﹤0.01%
112
600
$2K ﹤0.01%
12
22 23
24
25 26