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
726
$23K ﹤0.01%
+1,896
727
$23K ﹤0.01%
505
728
$23K ﹤0.01%
60
+16
729
$23K ﹤0.01%
550
-13
730
$23K ﹤0.01%
750
731
$23K ﹤0.01%
+1,200
732
$23K ﹤0.01%
500
733
$23K ﹤0.01%
800
734
$22K ﹤0.01%
647
735
$22K ﹤0.01%
182
-3
736
$22K ﹤0.01%
75
-13
737
$22K ﹤0.01%
401
738
$22K ﹤0.01%
352
739
$22K ﹤0.01%
485
740
$22K ﹤0.01%
277
+1
741
$22K ﹤0.01%
+195
742
$22K ﹤0.01%
390
743
$22K ﹤0.01%
456
744
$22K ﹤0.01%
702
745
$22K ﹤0.01%
850
+550
746
$22K ﹤0.01%
597
747
$22K ﹤0.01%
500
748
$21K ﹤0.01%
368
-75
749
$21K ﹤0.01%
350
-1,137
750
$21K ﹤0.01%
500
28 29
30
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