CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.93%
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 4.18%
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%
50
-124
652
$1K ﹤0.01%
34
653
$1K ﹤0.01%
10
654
$1K ﹤0.01%
69
655
$1K ﹤0.01%
144
+6
656
$1K ﹤0.01%
159
657
$1K ﹤0.01%
+75
658
$1K ﹤0.01%
15
659
$1K ﹤0.01%
22
660
$1K ﹤0.01%
3
661
$1K ﹤0.01%
8
-22
662
$1K ﹤0.01%
9
663
$1K ﹤0.01%
34
664
$1K ﹤0.01%
10
665
$1K ﹤0.01%
28
666
$1K ﹤0.01%
110
667
$1K ﹤0.01%
37
668
$1K ﹤0.01%
250
669
$1K ﹤0.01%
+100
670
$1K ﹤0.01%
165
671
$1K ﹤0.01%
+75
672
$1K ﹤0.01%
112
673
$1K ﹤0.01%
600
674
$1K ﹤0.01%
4
675
$1K ﹤0.01%
13