CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.93%
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
State Street SPDR S&P 500 ETF Trust
SPY
+$392K
5
ENTG icon
Entegris
ENTG
+$366K

Sector Composition

1 Technology 4.71%
2 Consumer Discretionary 3.05%
3 Industrials 2.9%
4 Financials 2.19%
5 Healthcare 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$15K ﹤0.01%
281
-278
827
$15K ﹤0.01%
+3,250
828
$15K ﹤0.01%
500
829
$14K ﹤0.01%
60
+35
830
$14K ﹤0.01%
692
-1,296
831
$14K ﹤0.01%
100
-85
832
$14K ﹤0.01%
209
833
$14K ﹤0.01%
391
834
$14K ﹤0.01%
203
+1
835
$14K ﹤0.01%
240
-750
836
$14K ﹤0.01%
88
837
$14K ﹤0.01%
39
838
$14K ﹤0.01%
1,000
839
$14K ﹤0.01%
+630
840
$14K ﹤0.01%
260
-100
841
$14K ﹤0.01%
986
+398
842
$14K ﹤0.01%
154
843
$14K ﹤0.01%
+300
844
$14K ﹤0.01%
1,750
+1,200
845
$13K ﹤0.01%
185
846
$13K ﹤0.01%
300
847
$13K ﹤0.01%
511
-492
848
$13K ﹤0.01%
14
+3
849
$13K ﹤0.01%
30
850
$13K ﹤0.01%
+462
32 33
34
35 36