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
801
$17K ﹤0.01%
507
802
$16K ﹤0.01%
213
-200
803
$16K ﹤0.01%
1,700
804
$16K ﹤0.01%
473
805
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35
-34
806
$16K ﹤0.01%
765
-63
807
$16K ﹤0.01%
135
-639
808
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586
+3
809
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+50
810
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100
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811
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236
+213
812
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151
-5
813
$16K ﹤0.01%
14
814
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370
-58
815
$15K ﹤0.01%
+350
816
$15K ﹤0.01%
+529
817
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818
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363
+1
819
$15K ﹤0.01%
199
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820
$15K ﹤0.01%
203
821
$15K ﹤0.01%
+125
822
$15K ﹤0.01%
+145
823
$15K ﹤0.01%
+365
824
$15K ﹤0.01%
567
825
$15K ﹤0.01%
198
-41
31 32
33
34 35