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
776
$40.8K ﹤0.01%
602
-54
777
$40.7K ﹤0.01%
+6,917
778
$40.7K ﹤0.01%
432
-429
779
$40.6K ﹤0.01%
933
+285
780
$40.5K ﹤0.01%
1,420
-108
781
$40.1K ﹤0.01%
333
782
$40.1K ﹤0.01%
+1,312
783
$39.9K ﹤0.01%
300
-100
784
$39.7K ﹤0.01%
1,745
785
$39.6K ﹤0.01%
409
-42
786
$39.5K ﹤0.01%
1,539
-139
787
$39.4K ﹤0.01%
716
-27
788
$39.4K ﹤0.01%
82
+7
789
$39.3K ﹤0.01%
1,936
790
$39.3K ﹤0.01%
1,000
791
$38.9K ﹤0.01%
+205
792
$38.8K ﹤0.01%
1,640
-11
793
$38.6K ﹤0.01%
168
+21
794
$38.6K ﹤0.01%
1,978
-1,129
795
$38.3K ﹤0.01%
2,811
796
$38.2K ﹤0.01%
+359
797
$38.2K ﹤0.01%
1,034
798
$38.1K ﹤0.01%
191
+56
799
$37.9K ﹤0.01%
1,863
800
$37.9K ﹤0.01%
698
+112
30 31
32
33 34