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
1101
$3K ﹤0.01%
16
-13
1102
$3K ﹤0.01%
+20
1103
$3K ﹤0.01%
64
1104
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54
-59
1105
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1106
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51
+1
1107
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6
1108
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200
-205
1109
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647
1110
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11
-12
1111
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52
1112
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7
1113
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300
1114
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39
1115
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51
1116
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1117
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12
1118
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31
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1119
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+200
1120
$2K ﹤0.01%
16
1121
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31
1122
$2K ﹤0.01%
35
-27
1123
$2K ﹤0.01%
23
1124
$2K ﹤0.01%
16
-491
1125
$2K ﹤0.01%
133
43 44
45
46 47