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
201
$455K 0.07%
11,373
+1,533
202
$452K 0.07%
7,487
+1,378
203
$444K 0.07%
2,599
-177
204
$442K 0.07%
1,791
+103
205
$439K 0.07%
773
-212
206
$435K 0.07%
143,712
+18,099
207
$432K 0.07%
6,928
+490
208
$431K 0.07%
2,990
+198
209
$429K 0.06%
10,880
-1,608
210
$423K 0.06%
3,555
-1,241
211
$418K 0.06%
5,164
+237
212
$417K 0.06%
3,229
+31
213
$416K 0.06%
4,766
-44
214
$405K 0.06%
2,447
+104
215
$399K 0.06%
5,556
+252
216
$397K 0.06%
10,167
+269
217
$397K 0.06%
10,153
+1,541
218
$396K 0.06%
8,113
+421
219
$387K 0.06%
1,787
-355
220
$386K 0.06%
2,600
+654
221
$386K 0.06%
1,799
+40
222
$385K 0.06%
1,882
+79
223
$384K 0.06%
12,815
-1,022
224
$376K 0.06%
12,329
+1,853
225
$375K 0.06%
7,097
+363
7 8
9
10 11