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
876
$11K ﹤0.01%
167
877
$11K ﹤0.01%
296
878
$11K ﹤0.01%
200
879
$11K ﹤0.01%
100
+40
880
$11K ﹤0.01%
550
881
$11K ﹤0.01%
100
-233
882
$11K ﹤0.01%
473
-1,490
883
$11K ﹤0.01%
117
884
$11K ﹤0.01%
301
885
$11K ﹤0.01%
33
886
$11K ﹤0.01%
+1,000
887
$11K ﹤0.01%
750
+250
888
$11K ﹤0.01%
310
+5
889
$11K ﹤0.01%
+100
890
$11K ﹤0.01%
95
+5
891
$11K ﹤0.01%
155
+150
892
$11K ﹤0.01%
155
+1
893
$11K ﹤0.01%
10,000
894
$11K ﹤0.01%
707
-80
895
$10K ﹤0.01%
200
896
$10K ﹤0.01%
13
-73
897
$10K ﹤0.01%
189
898
$10K ﹤0.01%
27
-214
899
$10K ﹤0.01%
60
900
$10K ﹤0.01%
203
34 35
36
37 38