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
$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
SPDR S&P Aerospace & Defense ETF
XAR
+$1.57M

Sector Composition

1 Technology 4.19%
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
101
$232K 0.16%
920
-688
102
$232K 0.16%
2,799
-245
103
$229K 0.16%
4,340
-16,120
104
$225K 0.15%
9,165
+100
105
$224K 0.15%
3,213
-60,569
106
$218K 0.15%
1,408
+140
107
$216K 0.15%
3,432
+76
108
$215K 0.15%
4,550
-113
109
$213K 0.14%
3,663
+56
110
$210K 0.14%
1,435
-10,131
111
$208K 0.14%
1,951
-1,490
112
$207K 0.14%
2,961
-692
113
$205K 0.14%
4,354
+59
114
$203K 0.14%
4,148
-4,832
115
$194K 0.13%
1,849
-1,332
116
$187K 0.13%
922
117
$182K 0.12%
1,899
118
$178K 0.12%
7,765
-153
119
$176K 0.12%
1,642
+365
120
$176K 0.12%
5,995
-403
121
$176K 0.12%
3,285
+2,779
122
$173K 0.12%
4,561
+250
123
$171K 0.12%
3,012
+116
124
$170K 0.12%
16,391
-4,499
125
$165K 0.11%
5,178
+628
3 4
5
6 7