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
201
$62K 0.04%
716
-25
202
$62K 0.04%
1,442
-9,090
203
$61K 0.04%
1,200
204
$59K 0.04%
1,466
-22
205
$59K 0.04%
498
-156
206
$58K 0.04%
550
-73
207
$58K 0.04%
1,075
208
$57K 0.04%
618
+5
209
$57K 0.04%
667
-121
210
$56K 0.04%
1,659
+19
211
$56K 0.04%
1,746
212
$55K 0.04%
758
213
$55K 0.04%
+503
214
$54K 0.04%
+2,067
215
$52K 0.04%
+936
216
$52K 0.04%
334
-66
217
$52K 0.04%
1,059
+6
218
$51K 0.03%
582
+1
219
$50K 0.03%
+1,430
220
$48K 0.03%
679
-291
221
$48K 0.03%
825
222
$47K 0.03%
631
-177
223
$47K 0.03%
2,550
+2,025
224
$47K 0.03%
660
+228
225
$47K 0.03%
635
+300
7 8
9
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