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
951
$21K ﹤0.01%
242
952
$20.9K ﹤0.01%
1,000
953
$20.9K ﹤0.01%
506
+153
954
$20.8K ﹤0.01%
500
955
$20.8K ﹤0.01%
+800
956
$20.7K ﹤0.01%
1,072
957
$20.6K ﹤0.01%
279
958
$20.6K ﹤0.01%
656
-169
959
$20.6K ﹤0.01%
1,758
960
$20.5K ﹤0.01%
700
-918
961
$20.5K ﹤0.01%
524
962
$20.4K ﹤0.01%
501
963
$20.3K ﹤0.01%
350
964
$20.3K ﹤0.01%
800
965
$20.3K ﹤0.01%
2,000
966
$20.3K ﹤0.01%
+3,515
967
$20.2K ﹤0.01%
105
968
$20.1K ﹤0.01%
223
+56
969
$20K ﹤0.01%
837
-73
970
$20K ﹤0.01%
+307
971
$19.4K ﹤0.01%
63
972
$19.4K ﹤0.01%
+150
973
$19.3K ﹤0.01%
+800
974
$19.2K ﹤0.01%
+800
975
$19.2K ﹤0.01%
677
37 38
39
40 41