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
701
$26K ﹤0.01%
686
+200
702
$26K ﹤0.01%
395
-71
703
$26K ﹤0.01%
19
-38
704
$26K ﹤0.01%
+1,048
705
$26K ﹤0.01%
608
706
$26K ﹤0.01%
100
707
$26K ﹤0.01%
599
708
$25K ﹤0.01%
100
709
$25K ﹤0.01%
960
-185
710
$25K ﹤0.01%
798
711
$25K ﹤0.01%
696
-300
712
$25K ﹤0.01%
440
+90
713
$25K ﹤0.01%
2,050
+250
714
$25K ﹤0.01%
967
+188
715
$25K ﹤0.01%
688
716
$25K ﹤0.01%
287
-298
717
$25K ﹤0.01%
400
718
$25K ﹤0.01%
500
719
$24K ﹤0.01%
220
-164
720
$24K ﹤0.01%
136
721
$24K ﹤0.01%
967
722
$24K ﹤0.01%
1,608
+985
723
$24K ﹤0.01%
1,499
-14
724
$24K ﹤0.01%
+3,900
725
$23K ﹤0.01%
387
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