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
601
$85.4K 0.01%
475
602
$84.7K 0.01%
4,094
+284
603
$84.3K 0.01%
7,805
604
$83.4K 0.01%
235
605
$83.4K 0.01%
1,948
606
$82.9K 0.01%
265
+33
607
$82.9K 0.01%
11,515
608
$82.9K 0.01%
3,446
+34
609
$82.8K 0.01%
1,531
-286
610
$81.8K 0.01%
2,300
611
$81.4K 0.01%
2,271
-71
612
$80.8K 0.01%
2,237
+1,143
613
$80.5K 0.01%
610
-40
614
$80.3K 0.01%
2,614
615
$79K 0.01%
+461
616
$78.9K 0.01%
1,030
617
$78.8K 0.01%
4,885
+735
618
$78.2K 0.01%
646
+103
619
$77.7K 0.01%
80
+34
620
$77.6K 0.01%
1,346
+148
621
$77.1K 0.01%
1,984
622
$76K 0.01%
228
-25
623
$75.8K 0.01%
1,389
-702
624
$75.7K 0.01%
4,695
-4,496
625
$75.4K 0.01%
2,427
+490
23 24
25
26 27