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
626
$37K 0.01%
703
627
$37K 0.01%
127
+3
628
$37K 0.01%
2,976
+100
629
$37K 0.01%
263
630
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+2,223
631
$37K 0.01%
1,309
632
$36K 0.01%
1,180
+5
633
$36K 0.01%
1,699
+102
634
$36K 0.01%
800
+300
635
$36K 0.01%
310
+50
636
$35K 0.01%
285
637
$35K 0.01%
680
-1,692
638
$35K 0.01%
1,400
639
$35K 0.01%
516
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640
$34K 0.01%
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641
$34K 0.01%
1,000
642
$34K 0.01%
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643
$34K 0.01%
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$34K 0.01%
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645
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646
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647
$34K 0.01%
356
648
$34K 0.01%
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649
$34K 0.01%
813
650
$34K 0.01%
51
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24 25
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