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
701
$55.9K 0.01%
964
-82
702
$55.9K 0.01%
346
-17
703
$55.7K 0.01%
305
704
$55.5K 0.01%
399
705
$55.3K 0.01%
116
+55
706
$55.3K 0.01%
592
-842
707
$55.3K 0.01%
550
+98
708
$55K 0.01%
1,204
+1
709
$54.8K 0.01%
829
-141
710
$54.8K 0.01%
2,000
711
$54.2K 0.01%
3,316
+100
712
$53.8K 0.01%
1,500
713
$53.8K 0.01%
413
-67
714
$53.3K 0.01%
1,979
+11
715
$53.1K 0.01%
1,170
-100
716
$53K 0.01%
201
+161
717
$52.6K 0.01%
1,720
+1,568
718
$52.6K 0.01%
691
-278
719
$52.6K 0.01%
+200
720
$51.9K ﹤0.01%
543
+73
721
$51.8K ﹤0.01%
+2,074
722
$51.5K ﹤0.01%
1,242
723
$51.5K ﹤0.01%
62
+1
724
$51.1K ﹤0.01%
1,584
725
$50.6K ﹤0.01%
3,336
-1,199
27 28
29
30 31