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
376
$245K 0.02%
2,862
+1,847
377
$243K 0.02%
6,606
-1,032
378
$243K 0.02%
3,758
+411
379
$243K 0.02%
1,560
+5
380
$242K 0.02%
6,531
-619
381
$242K 0.02%
5,572
+644
382
$239K 0.02%
3,135
+1,165
383
$239K 0.02%
7,100
384
$237K 0.02%
2,261
+335
385
$233K 0.02%
8,569
-314
386
$233K 0.02%
1,568
-15
387
$231K 0.02%
1,554
+18
388
$229K 0.02%
4,858
+770
389
$226K 0.02%
1,571
390
$225K 0.02%
7,248
+1,601
391
$223K 0.02%
401
+11
392
$222K 0.02%
5,121
-139
393
$222K 0.02%
2,782
-131
394
$221K 0.02%
7,816
-803
395
$221K 0.02%
4,646
-971
396
$221K 0.02%
1,195
+2
397
$221K 0.02%
6,420
-43
398
$219K 0.02%
7,850
+1,765
399
$218K 0.02%
9,485
+639
400
$218K 0.02%
1,497
+225
14 15
16
17 18