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
551
$56K 0.01%
894
+200
552
$56K 0.01%
8,750
+2,000
553
$56K 0.01%
323
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554
$56K 0.01%
298
555
$55K 0.01%
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-712
556
$55K 0.01%
756
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557
$54K 0.01%
556
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558
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150
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559
$54K 0.01%
326
560
$53K 0.01%
715
-33
561
$53K 0.01%
208
+1
562
$52K 0.01%
350
563
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564
$51K 0.01%
1,765
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565
$51K 0.01%
3,354
-397
566
$51K 0.01%
710
-3,470
567
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568
$51K 0.01%
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-3,148
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$51K 0.01%
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570
$50K 0.01%
203
571
$50K 0.01%
1,500
572
$49K 0.01%
400
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573
$49K 0.01%
980
574
$49K 0.01%
897
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575
$49K 0.01%
727
21 22
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