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
176
$570K 0.09%
1,791
+46
177
$552K 0.08%
5,337
+158
178
$551K 0.08%
3,946
+28
179
$546K 0.08%
8,084
-1,002
180
$544K 0.08%
9,844
+230
181
$535K 0.08%
3,817
+44
182
$531K 0.08%
4,662
+146
183
$531K 0.08%
14,607
+741
184
$530K 0.08%
4,786
+256
185
$528K 0.08%
39,183
+2,546
186
$519K 0.08%
8,771
-172
187
$516K 0.08%
26,465
+10,135
188
$506K 0.08%
3,266
-1,040
189
$488K 0.07%
1,832
+448
190
$487K 0.07%
5,863
-2,386
191
$484K 0.07%
6,156
+181
192
$483K 0.07%
16,544
+901
193
$483K 0.07%
16,015
+14,470
194
$480K 0.07%
1,880
-59
195
$478K 0.07%
951
-121
196
$473K 0.07%
4,357
+1,233
197
$473K 0.07%
2,110
+91
198
$468K 0.07%
9,714
+726
199
$459K 0.07%
7,960
-2,429
200
$457K 0.07%
2,270
-195
6 7
8
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