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
251
$298K 0.04%
5,530
+83
252
$296K 0.04%
2,914
-246
253
$294K 0.04%
3,675
-94
254
$292K 0.04%
11,021
+125
255
$291K 0.04%
1,247
-115
256
$290K 0.04%
2,060
+117
257
$288K 0.04%
1,244
+41
258
$286K 0.04%
4,466
+297
259
$282K 0.04%
7,794
+1,157
260
$279K 0.04%
33,220
+598
261
$276K 0.04%
6,839
-914
262
$274K 0.04%
3,915
+1,127
263
$268K 0.04%
3,408
+567
264
$262K 0.04%
2,291
+853
265
$260K 0.04%
3,900
+1,815
266
$258K 0.04%
4,722
+62
267
$257K 0.04%
1,489
+119
268
$255K 0.04%
2,409
-280
269
$253K 0.04%
+5,572
270
$251K 0.04%
1,237
271
$250K 0.04%
5,010
+1,021
272
$247K 0.04%
1,665
-203
273
$243K 0.04%
3,650
274
$239K 0.04%
903
275
$239K 0.04%
+1,082
9 10
11
12 13