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
551
$107K 0.01%
1,405
+235
552
$106K 0.01%
1,680
-84
553
$106K 0.01%
1,559
554
$106K 0.01%
2,574
555
$106K 0.01%
2,815
-36,238
556
$106K 0.01%
861
+102
557
$106K 0.01%
428
-1,922
558
$105K 0.01%
1,514
-32
559
$104K 0.01%
3,010
-127
560
$104K 0.01%
5,395
+839
561
$104K 0.01%
963
+2
562
$104K 0.01%
1,096
-252
563
$104K 0.01%
178
+4
564
$104K 0.01%
871
+317
565
$102K 0.01%
3,252
+39
566
$102K 0.01%
1,457
+525
567
$101K 0.01%
1,989
+300
568
$101K 0.01%
4,275
+274
569
$99.8K 0.01%
3,678
-15,867
570
$99.8K 0.01%
1,322
-313
571
$99.4K 0.01%
2,650
+1,009
572
$98.4K 0.01%
785
573
$97.9K 0.01%
580
-495
574
$96.8K 0.01%
3,596
+295
575
$96.5K 0.01%
500
-256
21 22
23
24 25