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
1
$23.3M 11.96%
256,738
+235,990
2
$11.2M 5.77%
125,607
+64,593
3
$10.5M 5.38%
79,454
+67,755
4
$8M 4.12%
240,054
+102,163
5
$7.82M 4.02%
321,219
+236,357
6
$7.54M 3.88%
305,585
+171,483
7
$7.19M 3.7%
297,919
+139,221
8
$6.62M 3.4%
62,132
-7,555
9
$5.25M 2.7%
173,716
-48,921
10
$4.92M 2.53%
55,237
-7,558
11
$4.52M 2.32%
92,038
+82,348
12
$3.94M 2.03%
204,442
+126,269
13
$2.82M 1.45%
113,427
-110,681
14
$2.43M 1.25%
114,665
+29,622
15
$2.32M 1.19%
41,397
-45,737
16
$2.25M 1.16%
100,052
+1,090
17
$2.17M 1.12%
14,436
+11,173
18
$2.16M 1.11%
39,973
-43,171
19
$2.07M 1.07%
32,624
-1,100
20
$1.82M 0.94%
42,217
+22,900
21
$1.82M 0.94%
32,344
-1,179
22
$1.75M 0.9%
8,816
-387
23
$1.69M 0.87%
81,394
+76,491
24
$1.67M 0.86%
65,612
-3,330
25
$1.59M 0.82%
141,036
+45,752
1
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