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
376
$138K 0.02%
965
+70
377
$137K 0.02%
3,135
-76
378
$137K 0.02%
3,938
+1,639
379
$137K 0.02%
6,000
380
$136K 0.02%
1,225
+750
381
$136K 0.02%
657
+28
382
$136K 0.02%
8,525
+141
383
$136K 0.02%
2,233
+166
384
$134K 0.02%
804
+6
385
$132K 0.02%
841
-458
386
$131K 0.02%
1,540
-1,494
387
$131K 0.02%
560
-49
388
$130K 0.02%
1,866
+475
389
$129K 0.02%
1,873
+1,477
390
$128K 0.02%
2,262
+1,908
391
$128K 0.02%
2,177
-74
392
$127K 0.02%
435
-376
393
$127K 0.02%
786
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394
$127K 0.02%
201
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395
$127K 0.02%
1,506
-550
396
$127K 0.02%
4,947
-5,627
397
$126K 0.02%
1,946
-128
398
$126K 0.02%
2,509
-176
399
$125K 0.02%
9,724
-1,875
400
$125K 0.02%
2,602
+789
14 15
16
17 18