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
$1.06B
AUM Growth
+$72.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,763
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$14M
3
+$13M
4
GLRY icon
Inspire Momentum ETF
GLRY
+$12M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$4.6M

Top Sells

1
+$23.3M
2
+$15.5M
3
+$12.3M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$11.7M
5
ISMD icon
Inspire Small/Mid Cap Impact ETF
ISMD
+$11.4M

Sector Composition

1 Technology 4.6%
2 Industrials 2.53%
3 Consumer Discretionary 2.47%
4 Financials 2.38%
5 Healthcare 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$648K 0.06%
36,809
+4,031
227
$647K 0.06%
23,162
+2,136
228
$647K 0.06%
5,875
+1,439
229
$645K 0.06%
7,103
+648
230
$639K 0.06%
4,328
+1,423
231
$637K 0.06%
5,130
+2,946
232
$635K 0.06%
4,810
-1
233
$631K 0.06%
5,926
-58
234
$629K 0.06%
2,468
+2,322
235
$619K 0.06%
7,814
-135
236
$610K 0.06%
82,890
+3,038
237
$606K 0.06%
2,172
-90
238
$606K 0.06%
24,612
+328
239
$606K 0.06%
102,150
+3,422
240
$599K 0.06%
10,517
+6,672
241
$597K 0.06%
2,902
+222
242
$593K 0.06%
4,096
+516
243
$586K 0.06%
8,106
+1,080
244
$583K 0.06%
10,684
+1,901
245
$583K 0.06%
5,185
+1,209
246
$575K 0.05%
3,692
-138
247
$572K 0.05%
5,249
+2,195
248
$569K 0.05%
7,229
+385
249
$557K 0.05%
11,335
+418
250
$556K 0.05%
6,971
+43
8 9
10
11 12