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
1051
$14.1K ﹤0.01%
258
-610
1052
$14K ﹤0.01%
114
-16
1053
$14K ﹤0.01%
122
-31
1054
$13.9K ﹤0.01%
32
1055
$13.9K ﹤0.01%
690
1056
$13.7K ﹤0.01%
+1,000
1057
$13.7K ﹤0.01%
1,717
1058
$13.6K ﹤0.01%
116
-10
1059
$13.5K ﹤0.01%
172
1060
$13.5K ﹤0.01%
136
-30
1061
$13.4K ﹤0.01%
+95
1062
$13.3K ﹤0.01%
422
1063
$13.2K ﹤0.01%
505
1064
$13.2K ﹤0.01%
244
1065
$13.2K ﹤0.01%
124
-200
1066
$13.2K ﹤0.01%
386
1067
$13.2K ﹤0.01%
2,000
1068
$13.2K ﹤0.01%
123
+114
1069
$13.1K ﹤0.01%
+200
1070
$12.9K ﹤0.01%
1,032
1071
$12.8K ﹤0.01%
500
1072
$12.7K ﹤0.01%
35
-10
1073
$12.7K ﹤0.01%
38
+23
1074
$12.7K ﹤0.01%
+725
1075
$12.7K ﹤0.01%
170
+50
41 42
43
44 45