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
526
$63K 0.01%
2,331
+228
527
$62K 0.01%
716
528
$62K 0.01%
707
+207
529
$62K 0.01%
704
530
$62K 0.01%
806
+304
531
$61K 0.01%
512
+25
532
$61K 0.01%
372
533
$61K 0.01%
860
534
$61K 0.01%
+277
535
$60K 0.01%
1,009
536
$59K 0.01%
840
-60
537
$59K 0.01%
2,729
-1,576
538
$59K 0.01%
1,848
539
$59K 0.01%
981
+73
540
$59K 0.01%
1,000
541
$59K 0.01%
1,280
542
$58K 0.01%
159
+51
543
$57K 0.01%
86
544
$57K 0.01%
2,400
-2,392
545
$57K 0.01%
2,500
546
$57K 0.01%
2,220
-15
547
$56K 0.01%
555
+90
548
$56K 0.01%
664
+6
549
$56K 0.01%
499
550
$56K 0.01%
+491
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