CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
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
+$21.4M
2
+$8.92M
3
+$5.77M
4
IBD icon
Inspire Corporate Bond ETF
IBD
+$5.76M
5
BYLD icon
iShares Yield Optimized Bond ETF
BYLD
+$4.23M

Top Sells

1
+$3.95M
2
+$3.55M
3
+$2.79M
4
BIBL icon
Inspire 100 ETF
BIBL
+$2.75M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$2.59M

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
601
– –
0
602
– –
-450
603
– –
-400
604
– –
0
605
– –
-545
606
– –
0
607
$0 ﹤0.01%
3
-2
608
– –
-12
609
$0 ﹤0.01%
+3
610
– –
-50
611
– –
-158
612
$0 ﹤0.01%
+1
613
– –
0
614
– –
-1,230
615
– –
-176
616
– –
-15
617
– –
-75
618
$0 ﹤0.01%
+4
619
– –
-6,200
620
– –
0
621
$0 ﹤0.01%
304
622
– –
-1,716
623
– –
-9
624
– –
-400
625
– –
-1,100
23 24
25
26 27