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
251
$553K 0.05%
3,063
+1,069
252
$547K 0.05%
9,977
+933
253
$545K 0.05%
5,043
+2,253
254
$544K 0.05%
5,331
+3,293
255
$537K 0.05%
+13,739
256
$537K 0.05%
5,225
-2,111
257
$535K 0.05%
4,040
-790
258
$531K 0.05%
8,748
+251
259
$530K 0.05%
16,325
+1,082
260
$521K 0.05%
21,616
+5,572
261
$520K 0.05%
16,530
+309
262
$506K 0.05%
6,341
+2,860
263
$506K 0.05%
1,319
+333
264
$505K 0.05%
10,859
+1,926
265
$503K 0.05%
13,840
+1,159
266
$498K 0.05%
6,450
-3,145
267
$498K 0.05%
+16,978
268
$484K 0.05%
6,033
-9,531
269
$471K 0.04%
20,988
+2,115
270
$471K 0.04%
16,906
+520
271
$466K 0.04%
5,252
+327
272
$465K 0.04%
2,553
-344
273
$458K 0.04%
926
+32
274
$457K 0.04%
1,907
-30
275
$455K 0.04%
8,462
+946
9 10
11
12 13