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
601
$42K 0.01%
471
+2
602
$42K 0.01%
762
-240
603
$42K 0.01%
2,721
-334
604
$42K 0.01%
1,414
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$42K 0.01%
364
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606
$42K 0.01%
585
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607
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339
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608
$42K 0.01%
200
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609
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450
610
$41K 0.01%
940
611
$41K 0.01%
1,661
612
$40K 0.01%
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613
$40K 0.01%
774
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614
$40K 0.01%
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615
$39K 0.01%
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616
$39K 0.01%
167
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617
$39K 0.01%
720
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618
$39K 0.01%
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619
$39K 0.01%
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621
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845
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623
$38K 0.01%
675
624
$38K 0.01%
+1,169
625
$38K 0.01%
1,575
+6
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