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
1201
$8.3K ﹤0.01%
+345
1202
$8.3K ﹤0.01%
225
-470
1203
$8.26K ﹤0.01%
104
1204
$8.26K ﹤0.01%
290
1205
$8.03K ﹤0.01%
30
-84
1206
$8.01K ﹤0.01%
189
1207
$8K ﹤0.01%
271
+46
1208
$8K ﹤0.01%
192
1209
$7.95K ﹤0.01%
+429
1210
$7.87K ﹤0.01%
107
1211
$7.78K ﹤0.01%
557
1212
$7.76K ﹤0.01%
211
1213
$7.76K ﹤0.01%
+48
1214
$7.75K ﹤0.01%
50
1215
$7.64K ﹤0.01%
642
1216
$7.62K ﹤0.01%
210
1217
$7.57K ﹤0.01%
30
1218
$7.51K ﹤0.01%
106
1219
$7.5K ﹤0.01%
115
-200
1220
$7.48K ﹤0.01%
42
+1
1221
$7.45K ﹤0.01%
97
1222
$7.41K ﹤0.01%
184
1223
$7.37K ﹤0.01%
150
1224
$7.34K ﹤0.01%
121
1225
$7.32K ﹤0.01%
+266
47 48
49
50 51