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
351
$159K 0.02%
1,373
-499
352
$156K 0.02%
699
-105
353
$155K 0.02%
1,671
+1,182
354
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355
$153K 0.02%
425
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356
$152K 0.02%
2,454
+1,940
357
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1,106
-141
358
$151K 0.02%
426
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359
$150K 0.02%
2,668
-345
360
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7,726
+4,576
361
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362
$149K 0.02%
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363
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-244
364
$146K 0.02%
2,446
-50
365
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440
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366
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4,228
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369
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370
$141K 0.02%
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371
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1,032
-18
372
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1,276
-129
373
$141K 0.02%
4,964
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374
$141K 0.02%
6,058
-953
375
$139K 0.02%
537
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13 14
15
16 17