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
926
$9K ﹤0.01%
219
927
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211
928
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+69
929
$9K ﹤0.01%
100
930
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550
931
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75
-415
932
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56
933
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310
+2
934
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935
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40
-22
936
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100
-1,359
937
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938
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208
-1,544
939
$8K ﹤0.01%
32
940
$8K ﹤0.01%
165
-77
941
$8K ﹤0.01%
+208
942
$8K ﹤0.01%
+507
943
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+75
944
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1,000
945
$8K ﹤0.01%
33
946
$8K ﹤0.01%
5
947
$8K ﹤0.01%
+528
948
$8K ﹤0.01%
32
949
$8K ﹤0.01%
75
950
$8K ﹤0.01%
892
36 37
38
39 40