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
1151
$1K ﹤0.01%
5
1152
$1K ﹤0.01%
+12
1153
$1K ﹤0.01%
20
1154
$1K ﹤0.01%
15
1155
$1K ﹤0.01%
10
-31
1156
$1K ﹤0.01%
26
-1
1157
$1K ﹤0.01%
36
1158
$1K ﹤0.01%
7
1159
$1K ﹤0.01%
50
1160
$1K ﹤0.01%
21
1161
$1K ﹤0.01%
39
1162
$1K ﹤0.01%
40
1163
$1K ﹤0.01%
275
1164
$1K ﹤0.01%
7
1165
$1K ﹤0.01%
31
1166
$1K ﹤0.01%
200
1167
$1K ﹤0.01%
9
-52
1168
$1K ﹤0.01%
50
1169
$1K ﹤0.01%
22
1170
$1K ﹤0.01%
+5
1171
$1K ﹤0.01%
12
1172
$1K ﹤0.01%
2
-222
1173
$1K ﹤0.01%
17
1174
$1K ﹤0.01%
34
1175
$1K ﹤0.01%
+7
45 46
47
48 49