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
901
$10K ﹤0.01%
93
+6
902
$10K ﹤0.01%
287
903
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301
+3
904
$10K ﹤0.01%
16
-75
905
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162
906
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35
-53
907
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120
-151
908
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210
909
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65
-500
910
$10K ﹤0.01%
40
-159
911
$10K ﹤0.01%
133
912
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178
913
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15
+4
914
$10K ﹤0.01%
174
915
$9K ﹤0.01%
1,000
916
$9K ﹤0.01%
159
+1
917
$9K ﹤0.01%
40
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918
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500
-886
919
$9K ﹤0.01%
295
+43
920
$9K ﹤0.01%
380
921
$9K ﹤0.01%
375
922
$9K ﹤0.01%
40
923
$9K ﹤0.01%
1,900
924
$9K ﹤0.01%
403
-3,236
925
$9K ﹤0.01%
+155
35 36
37
38 39