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
$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
– –
-75
602
– –
0
603
– –
0
604
– –
0
605
– –
-98
606
$0 ﹤0.01%
+1
607
$0 ﹤0.01%
5
-1,150
608
– –
-2,898
609
– –
0
610
– –
-79
611
$0 ﹤0.01%
5
-1,930
612
$0 ﹤0.01%
+1
613
– –
0
614
– –
-1,858
615
– –
-2,957
616
– –
0
617
$0 ﹤0.01%
+2
618
$0 ﹤0.01%
3
-717
619
– –
-274
620
– –
-139
621
– –
-200
622
– –
-226
623
– –
0
624
– –
-152
625
– –
-17,994
23 24
25
26 27