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
426
$192K 0.02%
4,477
+185
427
$191K 0.02%
34,607
-11,806
428
$189K 0.02%
6,711
+563
429
$189K 0.02%
2,196
+1,034
430
$189K 0.02%
392
+15
431
$188K 0.02%
2,159
+697
432
$187K 0.02%
963
+762
433
$186K 0.02%
2,037
+3
434
$184K 0.02%
13,216
435
$184K 0.02%
2,983
-262
436
$183K 0.02%
2,847
+5
437
$183K 0.02%
3,034
+322
438
$181K 0.02%
4,500
439
$181K 0.02%
3,121
-49
440
$181K 0.02%
2,631
-1,481
441
$180K 0.02%
1,287
442
$180K 0.02%
3,860
+1,033
443
$179K 0.02%
7,871
-1,520
444
$179K 0.02%
22,835
+3,035
445
$177K 0.02%
2,443
-57,996
446
$177K 0.02%
3,495
-27
447
$176K 0.02%
11,210
-1,000
448
$176K 0.02%
3,358
+1,435
449
$175K 0.02%
40,505
+5,225
450
$174K 0.02%
1,535
+42
16 17
18
19 20