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
976
$19.2K ﹤0.01%
850
977
$19.2K ﹤0.01%
390
-7
978
$19.1K ﹤0.01%
173
-108
979
$19.1K ﹤0.01%
821
+390
980
$19K ﹤0.01%
73
+58
981
$19K ﹤0.01%
1,009
+8
982
$18.9K ﹤0.01%
144
+1
983
$18.9K ﹤0.01%
208
984
$18.9K ﹤0.01%
27
+17
985
$18.8K ﹤0.01%
381
-252
986
$18.8K ﹤0.01%
+120
987
$18.8K ﹤0.01%
542
+14
988
$18.6K ﹤0.01%
353
989
$18.4K ﹤0.01%
100
990
$18.3K ﹤0.01%
511
-1,032
991
$18.3K ﹤0.01%
850
992
$18.2K ﹤0.01%
1,819
+500
993
$18.1K ﹤0.01%
329
+108
994
$18.1K ﹤0.01%
1,109
+18
995
$18K ﹤0.01%
854
-100
996
$17.9K ﹤0.01%
36
-46
997
$17.8K ﹤0.01%
375
+1
998
$17.7K ﹤0.01%
600
999
$17.7K ﹤0.01%
143
+112
1000
$17.7K ﹤0.01%
760
+8
38 39
40
41 42