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
676
$62.4K 0.01%
1,740
-116
677
$62.2K 0.01%
1,736
-815
678
$60.8K 0.01%
1,448
-12
679
$60.6K 0.01%
705
-157
680
$60.6K 0.01%
2,005
681
$60.6K 0.01%
1,223
682
$60.4K 0.01%
557
-835
683
$60.2K 0.01%
270
684
$60K 0.01%
5,857
685
$59.9K 0.01%
696
-1,013
686
$59.5K 0.01%
2,117
+1,078
687
$59.2K 0.01%
1,360
688
$59.2K 0.01%
496
689
$58.7K 0.01%
718
-1,543
690
$58.2K 0.01%
834
-583
691
$58.1K 0.01%
1,127
+300
692
$58.1K 0.01%
281
+163
693
$58K 0.01%
5,293
+1,000
694
$57.1K 0.01%
1,682
+1,352
695
$56.9K 0.01%
1,083
-5,627
696
$56.8K 0.01%
1,790
697
$56.7K 0.01%
1,190
698
$56.6K 0.01%
2,756
699
$56.4K 0.01%
506
+27
700
$56.1K 0.01%
750
26 27
28
29 30