CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
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1413
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1419
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1420
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1421
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1422
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1423
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1424
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1425
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55 56
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