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
201
$71K 0.04%
1,279
+14
202
$71K 0.04%
+706
203
$71K 0.04%
1,866
-309
204
$70K 0.04%
4,260
+880
205
$64K 0.03%
805
-6,761
206
$63K 0.03%
1,750
-9,372
207
$63K 0.03%
375
-100
208
$63K 0.03%
547
-1,025
209
$61K 0.03%
472
+380
210
$60K 0.03%
419
+316
211
$58K 0.03%
1,092
-93
212
$57K 0.03%
2,166
-19,054
213
$56K 0.03%
1,823
-316
214
$56K 0.03%
952
+138
215
$56K 0.03%
789
+2
216
$56K 0.03%
+383
217
$55K 0.03%
243
-718
218
$54K 0.03%
7,021
+3,808
219
$53K 0.03%
885
-9,682
220
$53K 0.03%
594
-155
221
$52K 0.03%
1,700
222
$52K 0.03%
564
-267
223
$50K 0.03%
1,609
224
$50K 0.03%
3,398
+27
225
$49K 0.03%
2,000
7 8
9
10 11