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
826
$34.7K ﹤0.01%
425
+225
827
$34.7K ﹤0.01%
+250
828
$34.5K ﹤0.01%
999
-2,747
829
$34.5K ﹤0.01%
+1,200
830
$34.4K ﹤0.01%
165
+65
831
$34.4K ﹤0.01%
1,000
832
$34.1K ﹤0.01%
264
+165
833
$34.1K ﹤0.01%
894
834
$34.1K ﹤0.01%
472
835
$33.9K ﹤0.01%
166
836
$33.9K ﹤0.01%
1,435
837
$33.8K ﹤0.01%
193
-10
838
$33.8K ﹤0.01%
1,852
839
$33.6K ﹤0.01%
748
840
$33.5K ﹤0.01%
62
+27
841
$33.4K ﹤0.01%
169
-40
842
$33.4K ﹤0.01%
547
843
$33K ﹤0.01%
913
+34
844
$33K ﹤0.01%
397
+1
845
$32.9K ﹤0.01%
547
+110
846
$32.9K ﹤0.01%
420
+355
847
$32.8K ﹤0.01%
400
848
$32.8K ﹤0.01%
626
849
$32.7K ﹤0.01%
650
850
$32.7K ﹤0.01%
+77
32 33
34
35 36