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
151
$713K 0.11%
2,805
-854
152
$708K 0.11%
33,247
+2,877
153
$706K 0.11%
2,804
+215
154
$698K 0.11%
7,480
+660
155
$696K 0.1%
1,819
-133
156
$692K 0.1%
27,036
+6,276
157
$682K 0.1%
10,130
+1,164
158
$680K 0.1%
5,920
+169
159
$679K 0.1%
2,269
-37
160
$678K 0.1%
4,994
+401
161
$671K 0.1%
2,205
+25
162
$665K 0.1%
16,623
+1,728
163
$664K 0.1%
7,264
+1,604
164
$659K 0.1%
31,733
+7,451
165
$656K 0.1%
8,043
-65
166
$648K 0.1%
7,650
+4,228
167
$648K 0.1%
3,037
-411
168
$645K 0.1%
4,036
-103
169
$643K 0.1%
6,157
+142
170
$638K 0.1%
3,514
+72
171
$636K 0.1%
8,296
+494
172
$625K 0.09%
10,697
+1
173
$599K 0.09%
1,782
-81
174
$587K 0.09%
5,362
+503
175
$586K 0.09%
16,063
+676
5 6
7
8 9