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
851
$13K ﹤0.01%
104
852
$13K ﹤0.01%
95
-634
853
$13K ﹤0.01%
558
854
$13K ﹤0.01%
892
855
$13K ﹤0.01%
489
856
$13K ﹤0.01%
424
857
$12K ﹤0.01%
100
858
$12K ﹤0.01%
437
+4
859
$12K ﹤0.01%
+394
860
$12K ﹤0.01%
700
861
$12K ﹤0.01%
18
-111
862
$12K ﹤0.01%
+24
863
$12K ﹤0.01%
668
864
$12K ﹤0.01%
+307
865
$12K ﹤0.01%
+700
866
$12K ﹤0.01%
97
-59
867
$12K ﹤0.01%
83
-6
868
$12K ﹤0.01%
169
869
$12K ﹤0.01%
139
870
$12K ﹤0.01%
20
871
$11K ﹤0.01%
+1,025
872
$11K ﹤0.01%
725
873
$11K ﹤0.01%
28
-141
874
$11K ﹤0.01%
153
+137
875
$11K ﹤0.01%
213
33 34
35
36 37