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
626
$75.3K 0.01%
1,387
+13
627
$75K 0.01%
6,600
-12,781
628
$75K 0.01%
3,998
-350
629
$73.9K 0.01%
189
+30
630
$73.7K 0.01%
605
-98
631
$73.4K 0.01%
2,516
+138
632
$73.3K 0.01%
2,562
+810
633
$73K 0.01%
2,577
+84
634
$72.8K 0.01%
1,455
+6
635
$72.7K 0.01%
1,606
+1,443
636
$72.4K 0.01%
3,679
-2,930
637
$72.3K 0.01%
431
638
$71.7K 0.01%
1,290
-1,070
639
$70.9K 0.01%
+1,793
640
$70.7K 0.01%
588
641
$70.2K 0.01%
637
+95
642
$70.2K 0.01%
1,382
+7
643
$70K 0.01%
+2,152
644
$69.5K 0.01%
2,400
+400
645
$69.4K 0.01%
330
+17
646
$69.2K 0.01%
1,450
+400
647
$68.7K 0.01%
1,416
648
$68.6K 0.01%
2,457
+464
649
$68.3K 0.01%
400
650
$68.2K 0.01%
2,251
24 25
26
27 28