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
926
$23.6K ﹤0.01%
402
927
$23.3K ﹤0.01%
600
928
$23.3K ﹤0.01%
1,085
+144
929
$23.2K ﹤0.01%
741
-35
930
$23.1K ﹤0.01%
974
+474
931
$23.1K ﹤0.01%
1,667
932
$23K ﹤0.01%
748
933
$22.9K ﹤0.01%
300
934
$22.7K ﹤0.01%
650
935
$22.3K ﹤0.01%
506
+6
936
$22.3K ﹤0.01%
308
+3
937
$22.2K ﹤0.01%
500
938
$22.1K ﹤0.01%
231
-70
939
$22K ﹤0.01%
111
-38
940
$21.9K ﹤0.01%
853
+2
941
$21.9K ﹤0.01%
1,042
942
$21.7K ﹤0.01%
770
943
$21.5K ﹤0.01%
450
-100
944
$21.5K ﹤0.01%
738
945
$21.4K ﹤0.01%
549
-257
946
$21.2K ﹤0.01%
200
-125
947
$21.2K ﹤0.01%
111
948
$21.2K ﹤0.01%
200
-135
949
$21.1K ﹤0.01%
279
+41
950
$21.1K ﹤0.01%
200
36 37
38
39 40