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
$664M
AUM Growth
+$59.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,526
New
Increased
Reduced
Closed

Top Buys

1
+$4.32M
2
+$2.79M
3
+$2.19M
4
BLES icon
Inspire Global Hope ETF
BLES
+$2.03M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.95M

Top Sells

1
+$908K
2
+$677K
3
+$416K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$392K
5
ENTG icon
Entegris
ENTG
+$366K

Sector Composition

1 Technology 4.72%
2 Consumer Discretionary 3.05%
3 Industrials 2.9%
4 Financials 2.18%
5 Healthcare 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$371K 0.06%
10,513
+1,130
227
$370K 0.06%
11,996
+1,353
228
$370K 0.06%
1,964
-448
229
$369K 0.06%
6,030
-465
230
$367K 0.06%
6,218
+298
231
$358K 0.05%
6,234
-450
232
$355K 0.05%
25,220
+10,705
233
$352K 0.05%
7,210
+538
234
$347K 0.05%
2,027
-769
235
$345K 0.05%
12,206
+239
236
$343K 0.05%
8,407
-4,385
237
$338K 0.05%
8,284
+510
238
$332K 0.05%
7,808
+436
239
$326K 0.05%
3,512
+104
240
$317K 0.05%
3,817
+58
241
$317K 0.05%
3,939
+80
242
$315K 0.05%
4,307
+263
243
$315K 0.05%
1,669
+92
244
$310K 0.05%
2,919
+571
245
$305K 0.05%
5,740
+2,289
246
$305K 0.05%
1,666
+415
247
$301K 0.05%
2,138
+443
248
$301K 0.05%
3,793
-874
249
$298K 0.04%
5,468
+24
250
$298K 0.04%
7,570
+168
8 9
10
11 12