CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.93%
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
State Street SPDR S&P 500 ETF Trust
SPY
+$392K
5
ENTG icon
Entegris
ENTG
+$366K

Sector Composition

1 Technology 4.71%
2 Consumer Discretionary 3.05%
3 Industrials 2.9%
4 Financials 2.19%
5 Healthcare 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$30K ﹤0.01%
566
-23
677
$30K ﹤0.01%
1,300
678
$30K ﹤0.01%
53
-353
679
$29K ﹤0.01%
401
+52
680
$29K ﹤0.01%
694
+100
681
$29K ﹤0.01%
+447
682
$29K ﹤0.01%
2,000
-3,652
683
$29K ﹤0.01%
107
-11
684
$29K ﹤0.01%
289
+2
685
$29K ﹤0.01%
+650
686
$29K ﹤0.01%
917
+95
687
$28K ﹤0.01%
202
-23
688
$28K ﹤0.01%
+1,074
689
$28K ﹤0.01%
240
690
$28K ﹤0.01%
303
+39
691
$28K ﹤0.01%
693
692
$28K ﹤0.01%
1,263
-172
693
$28K ﹤0.01%
283
-10
694
$28K ﹤0.01%
123
695
$27K ﹤0.01%
970
-2,049
696
$27K ﹤0.01%
1,010
697
$27K ﹤0.01%
400
698
$26K ﹤0.01%
305
-53
699
$26K ﹤0.01%
1,450
+300
700
$26K ﹤0.01%
2,363
26 27
28
29 30