CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
+$4.2M
2
+$2.8M
3
+$2.42M
4
BLES icon
Inspire Global Hope ETF
BLES
+$2.1M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.89M

Top Sells

1
+$956K
2
+$606K
3
+$417K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$379K
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
901
$10K ﹤0.01%
93
+6
902
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287
903
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301
+3
904
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905
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906
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35
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907
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908
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909
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-500
910
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40
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911
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912
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913
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15
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914
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174
915
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+155
916
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917
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1,000
918
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159
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919
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40
-23
920
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500
-886
921
$9K ﹤0.01%
295
+43
922
$9K ﹤0.01%
380
923
$9K ﹤0.01%
375
924
$9K ﹤0.01%
40
925
$9K ﹤0.01%
1,900
35 36
37
38 39