CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.93%
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
State Street SPDR S&P 500 ETF Trust
SPY
+$392K
5
ENTG icon
Entegris
ENTG
+$366K

Sector Composition

1 Technology 4.71%
2 Consumer Discretionary 3.05%
3 Industrials 2.9%
4 Financials 2.19%
5 Healthcare 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$73K 0.01%
2,740
502
$73K 0.01%
+4,800
503
$73K 0.01%
2,407
+571
504
$73K 0.01%
1,784
-237
505
$72K 0.01%
894
+80
506
$72K 0.01%
531
507
$71K 0.01%
948
508
$71K 0.01%
3,165
509
$70K 0.01%
400
+10
510
$70K 0.01%
1,035
-46
511
$69K 0.01%
778
512
$69K 0.01%
1,500
513
$68K 0.01%
408
-54
514
$67K 0.01%
1,064
+103
515
$66K 0.01%
1,442
+140
516
$66K 0.01%
450
517
$66K 0.01%
1,532
-28
518
$66K 0.01%
+2,540
519
$66K 0.01%
1,574
-93
520
$65K 0.01%
632
+156
521
$65K 0.01%
2,424
+594
522
$65K 0.01%
663
-39
523
$64K 0.01%
+2,350
524
$63K 0.01%
1,592
+284
525
$63K 0.01%
930
+95
19 20
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