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
576
$96.2K 0.01%
6,727
+1,985
577
$95.8K 0.01%
1,068
+134
578
$95.3K 0.01%
556
+156
579
$95K 0.01%
1,640
-26
580
$94.8K 0.01%
265
+35
581
$94.4K 0.01%
356
+206
582
$93.4K 0.01%
3,464
+434
583
$92.5K 0.01%
451
-135
584
$91.8K 0.01%
3,162
+12
585
$91.2K 0.01%
5,500
586
$90.6K 0.01%
2,999
+5
587
$90.6K 0.01%
1,892
-321
588
$90.1K 0.01%
1,231
-208
589
$90K 0.01%
857
+196
590
$89.8K 0.01%
5,940
-7,500
591
$89.5K 0.01%
664
592
$89.1K 0.01%
1,054
+105
593
$89.1K 0.01%
1,967
+499
594
$88.9K 0.01%
705
595
$88.8K 0.01%
3,622
-1,192
596
$88.7K 0.01%
158
+144
597
$88.4K 0.01%
2,250
+1,000
598
$88.2K 0.01%
1,539
+17
599
$87.7K 0.01%
2,944
+1,089
600
$87.1K 0.01%
383
+1
22 23
24
25 26