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
776
$19K ﹤0.01%
225
777
$19K ﹤0.01%
750
778
$18K ﹤0.01%
275
-25
779
$18K ﹤0.01%
529
-487
780
$18K ﹤0.01%
347
+19
781
$18K ﹤0.01%
101
-1,916
782
$18K ﹤0.01%
1,000
783
$18K ﹤0.01%
+382
784
$18K ﹤0.01%
+910
785
$18K ﹤0.01%
173
-250
786
$18K ﹤0.01%
+140
787
$18K ﹤0.01%
185
+2
788
$18K ﹤0.01%
300
789
$17K ﹤0.01%
40
-23
790
$17K ﹤0.01%
208
+21
791
$17K ﹤0.01%
275
792
$17K ﹤0.01%
432
+56
793
$17K ﹤0.01%
800
794
$17K ﹤0.01%
+352
795
$17K ﹤0.01%
200
796
$17K ﹤0.01%
475
+175
797
$17K ﹤0.01%
124
-8
798
$17K ﹤0.01%
420
+341
799
$17K ﹤0.01%
45
800
$17K ﹤0.01%
600
30 31
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