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
576
$49K 0.01%
796
+351
577
$49K 0.01%
640
-45
578
$48K 0.01%
1,085
-70
579
$48K 0.01%
1,000
580
$48K 0.01%
900
-7
581
$47K 0.01%
407
582
$47K 0.01%
650
583
$47K 0.01%
1,456
+300
584
$46K 0.01%
1,584
+19
585
$46K 0.01%
343
-254
586
$46K 0.01%
546
587
$46K 0.01%
110
-39
588
$46K 0.01%
+440
589
$46K 0.01%
5,056
-1,008
590
$46K 0.01%
460
+88
591
$45K 0.01%
568
+385
592
$45K 0.01%
450
593
$45K 0.01%
1,380
+30
594
$45K 0.01%
2,500
595
$44K 0.01%
410
-178
596
$44K 0.01%
+484
597
$44K 0.01%
459
+75
598
$44K 0.01%
1,661
599
$44K 0.01%
263
+13
600
$43K 0.01%
+684
22 23
24
25 26