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
651
$34K 0.01%
105
652
$34K 0.01%
824
653
$33K 0.01%
544
-231
654
$33K 0.01%
4,060
655
$33K 0.01%
1,050
-1,890
656
$33K 0.01%
1,269
+135
657
$32K ﹤0.01%
662
-34
658
$32K ﹤0.01%
814
659
$32K ﹤0.01%
968
+10
660
$32K ﹤0.01%
541
-63
661
$32K ﹤0.01%
+625
662
$32K ﹤0.01%
1,800
-400
663
$32K ﹤0.01%
1,500
664
$31K ﹤0.01%
472
665
$31K ﹤0.01%
547
666
$31K ﹤0.01%
972
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$31K ﹤0.01%
570
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$31K ﹤0.01%
771
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669
$31K ﹤0.01%
800
670
$30K ﹤0.01%
53
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671
$30K ﹤0.01%
1,300
672
$30K ﹤0.01%
566
-23
673
$30K ﹤0.01%
1,198
674
$30K ﹤0.01%
+309
675
$30K ﹤0.01%
1,017
+71
25 26
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