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
451
$91K 0.01%
2,000
452
$91K 0.01%
1,276
-38
453
$91K 0.01%
482
-1,039
454
$91K 0.01%
4,248
-1,645
455
$88K 0.01%
3,049
-134
456
$88K 0.01%
2,545
-94
457
$88K 0.01%
486
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458
$88K 0.01%
5,202
+2,703
459
$87K 0.01%
762
-2,432
460
$87K 0.01%
1,404
+360
461
$87K 0.01%
1,350
462
$87K 0.01%
323
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463
$87K 0.01%
2,255
-882
464
$86K 0.01%
650
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465
$86K 0.01%
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-200
466
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1,170
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468
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$84K 0.01%
731
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470
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471
$83K 0.01%
2,000
472
$83K 0.01%
2,349
-2,385
473
$82K 0.01%
407
-65
474
$82K 0.01%
3,004
-402
475
$81K 0.01%
2,642
+10
17 18
19
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