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
51
$2.82M 0.43%
31,028
-1,359
52
$2.81M 0.42%
5,917
-826
53
$2.76M 0.42%
49,722
+784
54
$2.72M 0.41%
63,149
+311
55
$2.71M 0.41%
71,521
-4,701
56
$2.68M 0.4%
47,410
+2,895
57
$2.62M 0.39%
39,774
+195
58
$2.6M 0.39%
9,235
+144
59
$2.6M 0.39%
7,714
-298
60
$2.42M 0.37%
115,764
-4,899
61
$2.42M 0.36%
10,076
+1,671
62
$2.41M 0.36%
56,237
+4,968
63
$2.4M 0.36%
27,126
+4,510
64
$2.39M 0.36%
11,446
-358
65
$2.35M 0.35%
54,306
+2,428
66
$2.3M 0.35%
28,970
-10
67
$2.25M 0.34%
26,671
+1,789
68
$2.21M 0.33%
42,919
+3,702
69
$2.14M 0.32%
18,373
+689
70
$2.13M 0.32%
53,527
+897
71
$2.13M 0.32%
19,830
+2,839
72
$2.1M 0.32%
10,683
+1,949
73
$2.1M 0.32%
42,695
-4,539
74
$2.04M 0.31%
9,013
+717
75
$2.01M 0.3%
21,637
+2,862
1 2
3
4 5