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
851
$32.3K ﹤0.01%
900
852
$32.2K ﹤0.01%
799
-38
853
$32.2K ﹤0.01%
826
-1,203
854
$31.3K ﹤0.01%
300
+1
855
$31K ﹤0.01%
735
856
$30.9K ﹤0.01%
2,230
-38
857
$30.8K ﹤0.01%
234
+1
858
$30.7K ﹤0.01%
208
859
$30.7K ﹤0.01%
196
+32
860
$30.6K ﹤0.01%
530
-921
861
$30.2K ﹤0.01%
10,446
-25,284
862
$30.1K ﹤0.01%
111
+3
863
$29.9K ﹤0.01%
600
864
$29.8K ﹤0.01%
266
865
$29.7K ﹤0.01%
330
-2,017
866
$29.7K ﹤0.01%
3,300
867
$29.7K ﹤0.01%
599
868
$29.6K ﹤0.01%
647
+10
869
$29.6K ﹤0.01%
2,450
+140
870
$29.4K ﹤0.01%
+1,000
871
$29.3K ﹤0.01%
261
+135
872
$29.2K ﹤0.01%
566
-122
873
$29.1K ﹤0.01%
187
-111
874
$28.7K ﹤0.01%
90
875
$28.3K ﹤0.01%
525
-23
33 34
35
36 37