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
401
$218K 0.02%
5,020
+90
402
$217K 0.02%
5,555
+167
403
$217K 0.02%
2,997
+705
404
$215K 0.02%
1,151
+31
405
$214K 0.02%
4,304
+1,851
406
$211K 0.02%
1,529
-1,707
407
$210K 0.02%
3,386
+6
408
$208K 0.02%
2,760
+15
409
$207K 0.02%
1,812
410
$207K 0.02%
4,140
+1,290
411
$206K 0.02%
5,694
+176
412
$203K 0.02%
4,049
+2,884
413
$203K 0.02%
747
+19
414
$201K 0.02%
6,292
+2,222
415
$201K 0.02%
3,770
-2
416
$200K 0.02%
2,930
+2,125
417
$200K 0.02%
4,587
-2,792
418
$199K 0.02%
5,899
+2,374
419
$198K 0.02%
4,395
-105
420
$197K 0.02%
6,040
-305
421
$195K 0.02%
10,873
+1,697
422
$195K 0.02%
3,358
+98
423
$194K 0.02%
1,595
+943
424
$194K 0.02%
2,305
+44
425
$193K 0.02%
5,580
15 16
17
18 19