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
451
$174K 0.02%
3,574
+521
452
$174K 0.02%
5,050
453
$174K 0.02%
1,899
-58
454
$173K 0.02%
2,117
+1,643
455
$173K 0.02%
600
-82
456
$172K 0.02%
1,402
-237
457
$171K 0.02%
2,414
+159
458
$169K 0.02%
1,387
+1,154
459
$168K 0.02%
1,454
+655
460
$168K 0.02%
175
-8
461
$167K 0.02%
2,614
-165
462
$167K 0.02%
1,522
-3,787
463
$167K 0.02%
575
464
$167K 0.02%
2,300
+2,048
465
$167K 0.02%
930
+1
466
$166K 0.02%
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+30
467
$165K 0.02%
6,328
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468
$165K 0.02%
4,650
469
$164K 0.02%
2,901
-3,063
470
$164K 0.02%
6,344
-2,394
471
$163K 0.02%
999
-31
472
$163K 0.02%
350
-41
473
$161K 0.02%
464
+81
474
$159K 0.02%
362
+24
475
$158K 0.02%
4,254
-1,500
17 18
19
20 21