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
276
$451K 0.04%
4,470
+800
277
$451K 0.04%
5,921
+825
278
$450K 0.04%
6,368
+993
279
$449K 0.04%
+10,696
280
$446K 0.04%
21,501
+1,467
281
$445K 0.04%
13,985
+2,003
282
$445K 0.04%
23,701
-42,220
283
$436K 0.04%
5,190
-19
284
$433K 0.04%
3,048
+208
285
$428K 0.04%
22,369
+7,949
286
$427K 0.04%
1,899
+583
287
$427K 0.04%
1,747
+407
288
$426K 0.04%
1,414
+3
289
$425K 0.04%
8,801
+354
290
$417K 0.04%
16,022
+4,528
291
$414K 0.04%
+18,160
292
$412K 0.04%
17,054
+106
293
$403K 0.04%
9,484
+370
294
$400K 0.04%
10,734
+800
295
$398K 0.04%
819
-2,318
296
$397K 0.04%
12,212
297
$395K 0.04%
15,666
+6,382
298
$395K 0.04%
3,929
-2,287
299
$394K 0.04%
17,319
-8,185
300
$386K 0.04%
2,026
-48
10 11
12
13 14