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
476
$158K 0.02%
219
-6
477
$157K 0.01%
+5,000
478
$157K 0.01%
972
+560
479
$157K 0.01%
2,708
+46
480
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3,031
-264
481
$155K 0.01%
4,321
+284
482
$153K 0.01%
993
+292
483
$153K 0.01%
1,475
+92
484
$153K 0.01%
1,292
-4,278
485
$151K 0.01%
9,100
486
$151K 0.01%
16,631
-24,327
487
$150K 0.01%
286
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488
$149K 0.01%
1,799
-285
489
$149K 0.01%
903
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490
$149K 0.01%
5,827
+3,976
491
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$147K 0.01%
4,631
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493
$146K 0.01%
572
494
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4,725
495
$142K 0.01%
357
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496
$141K 0.01%
2,021
-99
497
$141K 0.01%
1,813
-2,081
498
$139K 0.01%
3,328
+721
499
$139K 0.01%
792
+252
500
$138K 0.01%
2,203
-201
18 19
20
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