CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
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 Growth 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
State Street 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
1076
$12.6K ﹤0.01%
424
1077
$12.6K ﹤0.01%
255
1078
$12.5K ﹤0.01%
145
-21
1079
$12.5K ﹤0.01%
1,550
-100
1080
$12.5K ﹤0.01%
200
1081
$12.4K ﹤0.01%
646
-46
1082
$12.4K ﹤0.01%
323
+2
1083
$12.3K ﹤0.01%
300
1084
$12.3K ﹤0.01%
20
-7
1085
$12.2K ﹤0.01%
3,550
1086
$12.2K ﹤0.01%
107
1087
$12.1K ﹤0.01%
272
1088
$12K ﹤0.01%
+48
1089
$12K ﹤0.01%
136
1090
$12K ﹤0.01%
+75
1091
$12K ﹤0.01%
342
1092
$11.9K ﹤0.01%
461
+2
1093
$11.8K ﹤0.01%
811
1094
$11.7K ﹤0.01%
62
1095
$11.7K ﹤0.01%
143
+1
1096
$11.6K ﹤0.01%
300
1097
$11.6K ﹤0.01%
315
1098
$11.6K ﹤0.01%
+302
1099
$11.5K ﹤0.01%
+80
1100
$11.5K ﹤0.01%
3,350
-200
42 43
44
45 46