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
901
$26.2K ﹤0.01%
45
902
$26.1K ﹤0.01%
832
903
$26K ﹤0.01%
392
904
$25.9K ﹤0.01%
994
905
$25.8K ﹤0.01%
937
+116
906
$25.7K ﹤0.01%
542
907
$25.5K ﹤0.01%
1,110
908
$25.4K ﹤0.01%
5,400
+2,200
909
$25.4K ﹤0.01%
100
910
$25.3K ﹤0.01%
441
+150
911
$25.2K ﹤0.01%
192
+18
912
$25.2K ﹤0.01%
215
-198
913
$25.1K ﹤0.01%
554
+1
914
$24.9K ﹤0.01%
395
+2
915
$24.7K ﹤0.01%
38
+3
916
$24.5K ﹤0.01%
+5,050
917
$24.3K ﹤0.01%
127
+54
918
$24.3K ﹤0.01%
450
919
$24.2K ﹤0.01%
216
-7
920
$24.1K ﹤0.01%
254
-1,356
921
$24.1K ﹤0.01%
478
-9
922
$24.1K ﹤0.01%
175
923
$23.9K ﹤0.01%
355
924
$23.8K ﹤0.01%
947
+3
925
$23.8K ﹤0.01%
611
+387
35 36
37
38 39