CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
+$25.8M
2
+$11.2M
3
+$6.01M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$5.73M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$4.81M

Top Sells

1
+$5.1M
2
+$4.38M
3
+$3.41M
4
BIBL icon
Inspire 100 ETF
BIBL
+$3.23M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.88M

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
676
– –
-200
677
– –
-10,848
678
– –
-160
679
– –
-3,614
680
– –
-688
681
– –
-150
682
– –
0
683
– –
-169
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