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
676
$1K ﹤0.01%
19
677
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7
678
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679
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681
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683
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684
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685
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-27
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+20
689
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691
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694
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696
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697
– –
0
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1
699
$0 ﹤0.01%
4
700
– –
-308
26 27
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29 30