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
326
$180K 0.03%
2,072
+46
327
$179K 0.03%
4,603
+233
328
$179K 0.03%
2,938
+207
329
$178K 0.03%
1,483
+113
330
$176K 0.03%
500
331
$174K 0.03%
1,301
-127
332
$173K 0.03%
6,696
333
$173K 0.03%
+1,920
334
$173K 0.03%
+3,667
335
$172K 0.03%
1,241
+1
336
$171K 0.03%
1,460
+12
337
$169K 0.03%
1,818
338
$169K 0.03%
3,521
-408
339
$167K 0.03%
+2,078
340
$167K 0.03%
1,345
+157
341
$167K 0.03%
655
+608
342
$165K 0.02%
3,640
+15
343
$165K 0.02%
2,577
-249
344
$164K 0.02%
316
+84
345
$164K 0.02%
8,800
-2,897
346
$163K 0.02%
14,500
+239
347
$161K 0.02%
2,255
-256
348
$160K 0.02%
8,500
349
$160K 0.02%
522
-20
350
$159K 0.02%
3,566
+448
12 13
14
15 16