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
126
$165K 0.11%
5,350
-3,715
127
$165K 0.11%
1,976
-18,774
128
$163K 0.11%
695
+687
129
$163K 0.11%
1,304
-79
130
$163K 0.11%
800
131
$162K 0.11%
4,595
+420
132
$159K 0.11%
6,142
-336
133
$158K 0.11%
1,002
-5,788
134
$157K 0.11%
1,867
-972
135
$153K 0.1%
3,329
+774
136
$152K 0.1%
2,509
-2,254
137
$145K 0.1%
1,471
138
$143K 0.1%
2,032
-205
139
$142K 0.1%
3,191
-87
140
$142K 0.1%
2,227
-1,208
141
$139K 0.09%
4,330
-902
142
$139K 0.09%
951
-674
143
$138K 0.09%
1,449
-1,117
144
$137K 0.09%
4,902
145
$136K 0.09%
3,567
-132
146
$135K 0.09%
1,185
-251
147
$134K 0.09%
10,733
-2,942
148
$133K 0.09%
1,244
-1,766
149
$130K 0.09%
692
-937
150
$129K 0.09%
730
-20
4 5
6
7 8