CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
601
$2K ﹤0.01%
+75
602
$2K ﹤0.01%
33
603
$2K ﹤0.01%
15
-19
604
$2K ﹤0.01%
17
605
$2K ﹤0.01%
135
606
$2K ﹤0.01%
39
607
$2K ﹤0.01%
50
608
$2K ﹤0.01%
27
609
$2K ﹤0.01%
37
610
$2K ﹤0.01%
16
611
$2K ﹤0.01%
28
612
$2K ﹤0.01%
1,000
613
$2K ﹤0.01%
90
614
$2K ﹤0.01%
+20
615
$2K ﹤0.01%
150
-105
616
$2K ﹤0.01%
53
617
$2K ﹤0.01%
+152
618
$2K ﹤0.01%
38
619
$2K ﹤0.01%
11
620
$2K ﹤0.01%
83
621
$2K ﹤0.01%
25
622
$2K ﹤0.01%
36
623
$2K ﹤0.01%
15
624
$2K ﹤0.01%
13
625
$2K ﹤0.01%
29
-191
23 24
25
26 27