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
751
$45.8K ﹤0.01%
538
+374
752
$45.7K ﹤0.01%
1,250
753
$45.6K ﹤0.01%
989
+719
754
$45.4K ﹤0.01%
554
+1
755
$45.4K ﹤0.01%
787
+1
756
$45.3K ﹤0.01%
636
-7,814
757
$45.3K ﹤0.01%
+2,000
758
$45.1K ﹤0.01%
390
759
$44.4K ﹤0.01%
668
+321
760
$44.4K ﹤0.01%
2,042
-1,500
761
$43.8K ﹤0.01%
432
+30
762
$43.2K ﹤0.01%
146
+113
763
$43.1K ﹤0.01%
2,196
-104
764
$42.5K ﹤0.01%
175
-100
765
$42.4K ﹤0.01%
245
+32
766
$42.1K ﹤0.01%
2,666
767
$42.1K ﹤0.01%
+6,270
768
$41.9K ﹤0.01%
677
-43
769
$41.8K ﹤0.01%
1,219
-41
770
$41.7K ﹤0.01%
73
+11
771
$41.7K ﹤0.01%
708
772
$41.5K ﹤0.01%
593
-46
773
$41.3K ﹤0.01%
1,843
774
$41.2K ﹤0.01%
766
+6
775
$41K ﹤0.01%
1,109
+107
29 30
31
32 33