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
176
$91K 0.06%
1,893
-740
177
$90K 0.06%
1,422
-2,921
178
$88K 0.06%
514
-215
179
$88K 0.06%
18,280
-233,200
180
$88K 0.06%
1,532
-181
181
$87K 0.06%
1,558
-152
182
$83K 0.06%
3,210
+14
183
$82K 0.06%
+3,090
184
$82K 0.06%
2,972
-596
185
$82K 0.06%
816
186
$80K 0.05%
571
-294
187
$80K 0.05%
7,125
188
$80K 0.05%
1,520
-10,631
189
$73K 0.05%
642
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190
$71K 0.05%
1,514
+259
191
$71K 0.05%
2,582
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192
$70K 0.05%
+3,800
193
$69K 0.05%
829
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194
$68K 0.05%
836
195
$68K 0.05%
1,856
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196
$67K 0.05%
6,850
197
$65K 0.04%
349
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198
$64K 0.04%
2,500
+300
199
$64K 0.04%
1,262
+2
200
$64K 0.04%
2,675
+1,775
6 7
8
9 10