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
351
$273K 0.03%
+12,550
352
$272K 0.03%
4,721
+504
353
$271K 0.03%
+5,164
354
$271K 0.03%
4,183
+130
355
$271K 0.03%
2,953
+211
356
$270K 0.03%
3,014
-14,519
357
$270K 0.03%
13,305
+805
358
$270K 0.03%
2,341
+46
359
$270K 0.03%
11,717
+1,000
360
$265K 0.03%
7,880
+200
361
$261K 0.02%
1,859
+636
362
$261K 0.02%
925
-121
363
$261K 0.02%
5,604
-5,053
364
$260K 0.02%
26,277
+39
365
$258K 0.02%
2,838
+803
366
$254K 0.02%
419
+17
367
$254K 0.02%
1,714
+268
368
$252K 0.02%
40,239
+3,943
369
$252K 0.02%
4,470
+60
370
$251K 0.02%
2,735
-7
371
$249K 0.02%
13,270
-557
372
$248K 0.02%
1,133
+383
373
$247K 0.02%
3,586
+884
374
$245K 0.02%
6,874
+676
375
$245K 0.02%
596
+91
13 14
15
16 17