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
401
$125K 0.02%
1,504
-313
402
$125K 0.02%
722
+475
403
$125K 0.02%
776
-316
404
$124K 0.02%
1,718
+73
405
$124K 0.02%
3,189
+1,106
406
$123K 0.02%
2,087
+2
407
$123K 0.02%
2,878
-314
408
$122K 0.02%
1,712
+114
409
$122K 0.02%
1,859
+10
410
$122K 0.02%
13,450
+226
411
$122K 0.02%
99
-2
412
$121K 0.02%
4,526
-927
413
$121K 0.02%
1,065
+4
414
$120K 0.02%
3,139
415
$119K 0.02%
2,371
+6
416
$117K 0.02%
3,777
+83
417
$117K 0.02%
2,795
+27
418
$116K 0.02%
1,664
-88
419
$115K 0.02%
664
-23
420
$115K 0.02%
686
+112
421
$115K 0.02%
889
-6
422
$113K 0.02%
1,198
-1,850
423
$112K 0.02%
1,024
+160
424
$111K 0.02%
+1,975
425
$110K 0.02%
3,451
-397
15 16
17
18 19