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
26
$5.87M 0.88%
180,451
+17,512
27
$5.75M 0.87%
17,912
+185
28
$5.7M 0.86%
80,362
+12,763
29
$5.57M 0.84%
206,705
+10,731
30
$5.38M 0.81%
26,016
+20,881
31
$5.1M 0.77%
50,958
+1,073
32
$4.86M 0.73%
93,733
+6,892
33
$4.61M 0.69%
11,587
+480
34
$4.5M 0.68%
91,001
+7,311
35
$4.45M 0.67%
24,316
+3,978
36
$4.13M 0.62%
260,914
+25,445
37
$4.05M 0.61%
125,715
+11,203
38
$3.84M 0.58%
69,942
+4,374
39
$3.71M 0.56%
14,238
+385
40
$3.65M 0.55%
61,845
+2,231
41
$3.63M 0.55%
33,606
+4,975
42
$3.52M 0.53%
70,803
+6,631
43
$3.42M 0.51%
45,759
+4,296
44
$3.37M 0.51%
74,070
+3,465
45
$3.29M 0.5%
7,172
+328
46
$3.15M 0.48%
118,200
+12,535
47
$2.98M 0.45%
6,823
+224
48
$2.96M 0.45%
20,420
-100
49
$2.96M 0.45%
52,931
+16,345
50
$2.86M 0.43%
77,690
+11,764
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