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
301
$382K 0.04%
5,249
+5,013
302
$379K 0.04%
3,526
-2,575
303
$374K 0.04%
8,220
304
$373K 0.04%
1,165
+108
305
$369K 0.03%
2,689
+2,240
306
$368K 0.03%
7,966
-15,778
307
$363K 0.03%
1,976
+744
308
$362K 0.03%
3,901
+337
309
$359K 0.03%
1,782
-259
310
$358K 0.03%
2,811
-50
311
$357K 0.03%
8,421
+58
312
$353K 0.03%
884
+60
313
$352K 0.03%
8,107
+1,704
314
$347K 0.03%
2,049
+149
315
$345K 0.03%
10,564
+130
316
$345K 0.03%
2,213
-170
317
$344K 0.03%
2,731
+1,073
318
$342K 0.03%
2,793
-5,362
319
$340K 0.03%
11,415
-53
320
$336K 0.03%
1,724
+164
321
$329K 0.03%
40,461
322
$328K 0.03%
1,539
+341
323
$324K 0.03%
5,650
-13
324
$323K 0.03%
4,414
+25
325
$323K 0.03%
16,946
-3,696
11 12
13
14 15