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
326
$322K 0.03%
1,094
-107
327
$319K 0.03%
7,420
-2,509
328
$315K 0.03%
3,127
+1,047
329
$314K 0.03%
13,189
+101
330
$313K 0.03%
+8,850
331
$312K 0.03%
1,611
+466
332
$309K 0.03%
2,272
+1,961
333
$308K 0.03%
13,969
+2,931
334
$306K 0.03%
3,816
+34
335
$303K 0.03%
11,195
+1,822
336
$302K 0.03%
1,466
+65
337
$302K 0.03%
2,991
-272
338
$301K 0.03%
8,242
+18
339
$296K 0.03%
8,100
340
$292K 0.03%
699
-15
341
$289K 0.03%
13,310
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342
$287K 0.03%
11,611
+773
343
$286K 0.03%
16,523
+1,829
344
$283K 0.03%
21,324
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345
$282K 0.03%
1,546
-609
346
$282K 0.03%
5,550
-30
347
$279K 0.03%
538
-53
348
$277K 0.03%
7,288
-192
349
$277K 0.03%
4,202
350
$275K 0.03%
4,551
+14
12 13
14
15 16