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
501
$138K 0.01%
3,475
+618
502
$138K 0.01%
2,443
+330
503
$137K 0.01%
3,205
+106
504
$136K 0.01%
1,624
-2,497
505
$136K 0.01%
2,657
-3,237
506
$135K 0.01%
14,002
+11,642
507
$134K 0.01%
430
+200
508
$133K 0.01%
4,429
+1,064
509
$132K 0.01%
2,390
-9
510
$131K 0.01%
2,300
-250
511
$131K 0.01%
3,829
-854
512
$131K 0.01%
4,699
+441
513
$130K 0.01%
5,733
514
$129K 0.01%
2,579
+65
515
$128K 0.01%
513
+27
516
$127K 0.01%
3,246
+812
517
$126K 0.01%
772
518
$125K 0.01%
2,077
+8
519
$125K 0.01%
953
520
$125K 0.01%
3,531
521
$125K 0.01%
632
+33
522
$125K 0.01%
2,994
+190
523
$125K 0.01%
1,562
524
$123K 0.01%
1,832
+308
525
$122K 0.01%
3,790
+9
19 20
21
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