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
526
$121K 0.01%
+3,300
527
$121K 0.01%
4,151
-663
528
$121K 0.01%
5,296
-134
529
$120K 0.01%
3,500
530
$119K 0.01%
2,219
+400
531
$119K 0.01%
2,183
-13,449
532
$117K 0.01%
5,826
+1,416
533
$117K 0.01%
994
+143
534
$117K 0.01%
4,950
-1,664
535
$116K 0.01%
1,707
-900
536
$115K 0.01%
825
537
$115K 0.01%
4,279
-870
538
$115K 0.01%
2,012
+360
539
$115K 0.01%
487
+387
540
$115K 0.01%
1,326
-3
541
$113K 0.01%
+1,850
542
$113K 0.01%
1,715
-326
543
$112K 0.01%
3,795
-847
544
$111K 0.01%
220
+37
545
$111K 0.01%
+1,553
546
$111K 0.01%
2,899
+591
547
$110K 0.01%
13,321
-2
548
$110K 0.01%
1,684
+799
549
$109K 0.01%
+3,042
550
$109K 0.01%
706
-2,769
20 21
22
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