CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
+$4.2M
2
+$2.8M
3
+$2.42M
4
BLES icon
Inspire Global Hope ETF
BLES
+$2.1M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.89M

Top Sells

1
+$956K
2
+$606K
3
+$417K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$379K
5
ENTG icon
Entegris
ENTG
+$366K

Sector Composition

1 Technology 4.71%
2 Consumer Discretionary 3.05%
3 Industrials 2.9%
4 Financials 2.19%
5 Healthcare 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$1K ﹤0.01%
35
1177
$1K ﹤0.01%
61
-94
1178
$1K ﹤0.01%
+18
1179
$1K ﹤0.01%
+13
1180
$1K ﹤0.01%
75
-882
1181
$1K ﹤0.01%
69
1182
$1K ﹤0.01%
2
-170
1183
$1K ﹤0.01%
50
1184
$1K ﹤0.01%
50
1185
$1K ﹤0.01%
24
-8
1186
$1K ﹤0.01%
10
1187
$1K ﹤0.01%
20
1188
$1K ﹤0.01%
5
1189
$1K ﹤0.01%
14
1190
– –
-290
1191
– –
-35
1192
– –
-297
1193
– –
-33
1194
– –
-111
1195
– –
-283
1196
– –
-24
1197
– –
-2,070
1198
– –
-801
1199
– –
-193
1200
– –
-274
46 47
48
49 50