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
76
$3.1M 0.29%
68,640
+892
77
$3.09M 0.29%
67,853
+21,236
78
$3.06M 0.29%
124,483
+40,571
79
$3M 0.28%
97,434
-399
80
$2.96M 0.28%
74,568
+16,250
81
$2.89M 0.27%
19,148
-598
82
$2.88M 0.27%
24,613
+1,895
83
$2.79M 0.26%
62,419
-1,057
84
$2.76M 0.26%
34,320
+5,349
85
$2.72M 0.26%
101,370
+24,468
86
$2.71M 0.26%
12,997
+4,259
87
$2.58M 0.24%
10,325
-1,642
88
$2.53M 0.24%
22,329
-2,209
89
$2.53M 0.24%
49,527
+49,414
90
$2.46M 0.23%
42,790
+3,703
91
$2.43M 0.23%
61,361
+4,018
92
$2.39M 0.23%
14,140
+5,440
93
$2.38M 0.22%
4,519
-870
94
$2.36M 0.22%
37,256
+2,123
95
$2.35M 0.22%
8,206
+585
96
$2.35M 0.22%
40,489
-3,937
97
$2.29M 0.22%
9,882
+363
98
$2.29M 0.22%
11,931
+10
99
$2.23M 0.21%
23,052
+238
100
$2.22M 0.21%
116,091
+77,216
2 3
4
5 6