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
876
$28.2K ﹤0.01%
658
-35
877
$28.2K ﹤0.01%
1,227
+77
878
$28.1K ﹤0.01%
929
+203
879
$28K ﹤0.01%
112
-156
880
$28K ﹤0.01%
475
+1
881
$27.8K ﹤0.01%
2,500
+1,000
882
$27.5K ﹤0.01%
295
-39
883
$27.5K ﹤0.01%
+89
884
$27.3K ﹤0.01%
460
885
$27.1K ﹤0.01%
1,000
886
$27.1K ﹤0.01%
364
+26
887
$27.1K ﹤0.01%
216
888
$26.9K ﹤0.01%
402
+4
889
$26.7K ﹤0.01%
228
+1
890
$26.7K ﹤0.01%
203
891
$26.7K ﹤0.01%
+65
892
$26.7K ﹤0.01%
389
-60
893
$26.7K ﹤0.01%
2,866
+30
894
$26.4K ﹤0.01%
2,169
895
$26.4K ﹤0.01%
317
896
$26.4K ﹤0.01%
300
897
$26.3K ﹤0.01%
681
898
$26.3K ﹤0.01%
250
-25
899
$26.3K ﹤0.01%
845
900
$26.2K ﹤0.01%
200
34 35
36
37 38