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
651
$67.8K 0.01%
+2,300
652
$67.1K 0.01%
385
+46
653
$67K 0.01%
655
-231
654
$66.9K 0.01%
+1,172
655
$66.9K 0.01%
+1,350
656
$66.6K 0.01%
3,557
-23,012
657
$66.4K 0.01%
2,000
658
$66.1K 0.01%
555
+250
659
$65.9K 0.01%
643
-1,098
660
$65.3K 0.01%
7,879
661
$65.2K 0.01%
1,660
+1,110
662
$65.2K 0.01%
12,054
-946
663
$65.2K 0.01%
+4,400
664
$65.2K 0.01%
1,395
+69
665
$65K 0.01%
670
666
$64.2K 0.01%
593
+533
667
$64.2K 0.01%
1,225
+445
668
$64.2K 0.01%
1,000
669
$63.8K 0.01%
756
+8
670
$63.6K 0.01%
359
-104
671
$63.3K 0.01%
364
+1
672
$63K 0.01%
20
-10
673
$62.9K 0.01%
650
674
$62.7K 0.01%
2,341
-5
675
$62.5K 0.01%
3,760
25 26
27
28 29