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
476
$81K 0.01%
230
-243
477
$81K 0.01%
1,928
+88
478
$80K 0.01%
232
+38
479
$80K 0.01%
483
+1
480
$80K 0.01%
1,520
+100
481
$79K 0.01%
2,862
+177
482
$79K 0.01%
2,206
-744
483
$78K 0.01%
1,092
-102
484
$78K 0.01%
3,861
-39
485
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1,438
-54
486
$78K 0.01%
1,290
+446
487
$78K 0.01%
1,342
+146
488
$77K 0.01%
1,790
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489
$77K 0.01%
909
490
$77K 0.01%
+4,038
491
$77K 0.01%
1,670
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492
$76K 0.01%
400
493
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500
494
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1,224
-148
495
$75K 0.01%
20,042
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496
$75K 0.01%
851
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497
$75K 0.01%
+2,372
498
$75K 0.01%
708
499
$75K 0.01%
181
-52
500
$74K 0.01%
818
-662
18 19
20
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