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
651
$1K ﹤0.01%
26
652
$1K ﹤0.01%
23
-27
653
$1K ﹤0.01%
14
654
$1K ﹤0.01%
50
655
$1K ﹤0.01%
10
656
$1K ﹤0.01%
165
657
$1K ﹤0.01%
+75
658
$1K ﹤0.01%
112
659
$1K ﹤0.01%
600
660
$1K ﹤0.01%
4
661
$1K ﹤0.01%
13
662
$1K ﹤0.01%
19
663
$1K ﹤0.01%
7
664
$1K ﹤0.01%
66
665
$1K ﹤0.01%
7
666
$1K ﹤0.01%
100
667
$1K ﹤0.01%
32
668
$1K ﹤0.01%
64
+1
669
$1K ﹤0.01%
64
670
$1K ﹤0.01%
24
-117
671
$1K ﹤0.01%
50
-124
672
$1K ﹤0.01%
123
673
$1K ﹤0.01%
46
674
$1K ﹤0.01%
69
675
$1K ﹤0.01%
144
+6
25 26
27
28 29