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
951
$7K ﹤0.01%
111
952
$7K ﹤0.01%
115
953
$7K ﹤0.01%
100
954
$7K ﹤0.01%
133
955
$7K ﹤0.01%
1,800
956
$7K ﹤0.01%
39
957
$7K ﹤0.01%
+80
958
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55
959
$7K ﹤0.01%
464
960
$7K ﹤0.01%
10
961
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150
-120
962
$7K ﹤0.01%
65
963
$7K ﹤0.01%
104
+86
964
$7K ﹤0.01%
+75
965
$7K ﹤0.01%
87
+1
966
$7K ﹤0.01%
86
+1
967
$7K ﹤0.01%
50
-1,061
968
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76
-29
969
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+50
970
$7K ﹤0.01%
534
-27
971
$7K ﹤0.01%
132
-133
972
$7K ﹤0.01%
52
973
$7K ﹤0.01%
+490
974
$7K ﹤0.01%
+20
975
$7K ﹤0.01%
+1,000
37 38
39
40 41