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
751
$21K ﹤0.01%
600
752
$21K ﹤0.01%
297
+200
753
$21K ﹤0.01%
125
-588
754
$21K ﹤0.01%
225
-2
755
$21K ﹤0.01%
+130
756
$21K ﹤0.01%
600
757
$20K ﹤0.01%
231
+90
758
$20K ﹤0.01%
68
-189
759
$20K ﹤0.01%
3,000
760
$20K ﹤0.01%
419
+50
761
$20K ﹤0.01%
797
-112
762
$20K ﹤0.01%
+578
763
$20K ﹤0.01%
+381
764
$20K ﹤0.01%
650
+90
765
$20K ﹤0.01%
850
766
$19K ﹤0.01%
572
767
$19K ﹤0.01%
109
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768
$19K ﹤0.01%
+1,120
769
$19K ﹤0.01%
168
+18
770
$19K ﹤0.01%
366
+2
771
$19K ﹤0.01%
203
-300
772
$19K ﹤0.01%
793
-6
773
$19K ﹤0.01%
350
774
$19K ﹤0.01%
550
-400
775
$19K ﹤0.01%
350
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29 30
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32 33