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
801
$37.8K ﹤0.01%
492
-113
802
$37.8K ﹤0.01%
406
-397
803
$37.7K ﹤0.01%
976
804
$37.5K ﹤0.01%
850
+350
805
$37.5K ﹤0.01%
1,000
806
$37.5K ﹤0.01%
2,027
807
$37.4K ﹤0.01%
339
+1
808
$37.2K ﹤0.01%
597
+7
809
$37.2K ﹤0.01%
1,339
-117
810
$36.8K ﹤0.01%
+210
811
$36.6K ﹤0.01%
+1,191
812
$36.5K ﹤0.01%
1,000
813
$36.4K ﹤0.01%
377
+329
814
$36.4K ﹤0.01%
1,678
815
$36.2K ﹤0.01%
228
-25
816
$36.1K ﹤0.01%
712
+32
817
$35.9K ﹤0.01%
278
-164
818
$35.8K ﹤0.01%
715
819
$35.8K ﹤0.01%
632
+3
820
$35.6K ﹤0.01%
545
-102
821
$35.5K ﹤0.01%
943
822
$35.4K ﹤0.01%
102
+74
823
$35.2K ﹤0.01%
356
824
$34.8K ﹤0.01%
1,243
825
$34.7K ﹤0.01%
1,895
+19
31 32
33
34 35