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
676
$1K ﹤0.01%
159
677
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+75
678
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15
679
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680
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3
681
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8
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683
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684
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686
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110
687
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37
688
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250
689
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+100
690
– –
0
691
– –
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$0 ﹤0.01%
12
693
– –
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694
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$0 ﹤0.01%
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$0 ﹤0.01%
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699
$0 ﹤0.01%
2
700
$0 ﹤0.01%
4
26 27
28
29 30