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
276
$237K 0.04%
10,703
-271
277
$236K 0.04%
3,525
+53
278
$235K 0.04%
2,594
-127
279
$233K 0.04%
1,799
-336
280
$233K 0.04%
4,954
+4,054
281
$233K 0.04%
2,941
-1,452
282
$231K 0.03%
955
+209
283
$230K 0.03%
1,049
-29
284
$230K 0.03%
1,507
+43
285
$228K 0.03%
2,605
-50
286
$227K 0.03%
489
-15
287
$227K 0.03%
1,709
+314
288
$227K 0.03%
3,970
-108
289
$226K 0.03%
4,553
+399
290
$224K 0.03%
2,527
-241
291
$224K 0.03%
5,230
-132
292
$224K 0.03%
894
-7
293
$223K 0.03%
2,306
-59
294
$221K 0.03%
1,060
-65
295
$221K 0.03%
3,484
+37
296
$219K 0.03%
6,603
+51
297
$217K 0.03%
1,406
+120
298
$215K 0.03%
7,625
+3,925
299
$213K 0.03%
+4,893
300
$212K 0.03%
1,569
10 11
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