CFD

Creative Financial Designs Portfolio holdings

AUM $1.39B
1-Year Est. Return 10.76%
This Quarter Est. Return
1 Year Est. Return
+10.76%
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 +$21.4M
2 +$8.92M
3 +$5.77M
4
IBD icon
Inspire Corporate Bond ETF
IBD
+$5.76M
5
BYLD icon
iShares Yield Optimized Bond ETF
BYLD
+$4.23M

Top Sells

1 +$3.95M
2 +$3.55M
3 +$2.79M
4
BIBL icon
Inspire 100 ETF
BIBL
+$2.75M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$2.59M

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
51
$669K 0.34%
11,897
-49,582
52
$666K 0.34%
5,383
+794
53
$661K 0.34%
6,012
+1,737
54
$657K 0.34%
12,230
+1
55
$648K 0.33%
9,625
+2,638
56
$637K 0.33%
13,372
+2,801
57
$632K 0.33%
10,646
-5,225
58
$618K 0.32%
10,410
+984
59
$608K 0.31%
7,521
-590
60
$597K 0.31%
8,391
+8,257
61
$593K 0.31%
12,831
-40,085
62
$589K 0.3%
10,891
-849
63
$579K 0.3%
5,457
+18
64
$549K 0.28%
8,921
+12
65
$546K 0.28%
21,236
+1,885
66
$534K 0.27%
20,844
-984
67
$530K 0.27%
2,727
-421
68
$504K 0.26%
10,585
+804
69
$490K 0.25%
11,400
+704
70
$487K 0.25%
2,664
-2,546
71
$468K 0.24%
4,528
-1,158
72
$463K 0.24%
5,757
-1,097
73
$441K 0.23%
10,731
+879
74
$436K 0.22%
2,334
+135
75
$428K 0.22%
12,526
+9,161