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
1001
$5K ﹤0.01%
32
1002
$5K ﹤0.01%
15
-35
1003
$5K ﹤0.01%
2
-14
1004
$5K ﹤0.01%
59
1005
$5K ﹤0.01%
+196
1006
$5K ﹤0.01%
48
1007
$5K ﹤0.01%
150
1008
$5K ﹤0.01%
+82
1009
$5K ﹤0.01%
200
1010
$5K ﹤0.01%
144
1011
$5K ﹤0.01%
50
-12
1012
$5K ﹤0.01%
150
-84
1013
$5K ﹤0.01%
+115
1014
$5K ﹤0.01%
23
1015
$5K ﹤0.01%
+76
1016
$5K ﹤0.01%
37
-115
1017
$5K ﹤0.01%
+84
1018
$5K ﹤0.01%
+200
1019
$5K ﹤0.01%
105
1020
$5K ﹤0.01%
+50
1021
$5K ﹤0.01%
250
-45
1022
$5K ﹤0.01%
81
-84
1023
$5K ﹤0.01%
72
1024
$5K ﹤0.01%
15
1025
$5K ﹤0.01%
167
39 40
41
42 43