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
426
$109K 0.02%
1,271
+572
427
$108K 0.02%
3,445
-378
428
$108K 0.02%
+9,900
429
$108K 0.02%
690
+4
430
$108K 0.02%
409
-352
431
$107K 0.02%
8,900
432
$106K 0.02%
12,450
-1,492
433
$106K 0.02%
2,313
+17
434
$105K 0.02%
2,260
+361
435
$101K 0.02%
+1,906
436
$99K 0.01%
433
437
$99K 0.01%
543
438
$99K 0.01%
2,491
-566
439
$99K 0.01%
1,060
+785
440
$99K 0.01%
668
+86
441
$98K 0.01%
1,120
+230
442
$98K 0.01%
290
+50
443
$97K 0.01%
280
-14
444
$94K 0.01%
3,618
+1,014
445
$94K 0.01%
1,315
+1
446
$94K 0.01%
527
+2
447
$93K 0.01%
982
+392
448
$93K 0.01%
1,776
449
$93K 0.01%
998
+2
450
$92K 0.01%
3,207
+990
16 17
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