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
51
$4.71M 0.45%
57,133
+2,992
52
$4.56M 0.43%
66,337
+1,668
53
$4.48M 0.42%
49,630
+3,030
54
$4.45M 0.42%
193,464
+19,366
55
$4.16M 0.39%
82,453
+38,342
56
$4.04M 0.38%
11,036
-3,686
57
$4.01M 0.38%
196,453
+11,411
58
$3.95M 0.37%
32,608
+2,209
59
$3.91M 0.37%
32,685
-102,812
60
$3.83M 0.36%
90,886
+1,195
61
$3.75M 0.36%
86,515
+6,471
62
$3.75M 0.35%
74,067
-1,002
63
$3.72M 0.35%
43,413
+1,987
64
$3.69M 0.35%
118,295
+3,969
65
$3.58M 0.34%
55,160
-1,172
66
$3.58M 0.34%
61,056
+824
67
$3.54M 0.33%
60,487
+3,105
68
$3.53M 0.33%
13,537
+1,702
69
$3.44M 0.33%
36,415
+632
70
$3.4M 0.32%
88,371
+1,990
71
$3.38M 0.32%
80,200
+7,703
72
$3.3M 0.31%
37,823
+36,410
73
$3.28M 0.31%
77,114
+7,823
74
$3.25M 0.31%
32,020
+1,592
75
$3.16M 0.3%
74,847
+8,549
1 2
3
4 5