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
101
$2.19M 0.21%
94,157
+8,945
102
$2.19M 0.21%
19,796
-23,533
103
$2.05M 0.19%
71,560
+3,843
104
$2.01M 0.19%
9,777
-464
105
$2M 0.19%
4,762
+588
106
$2M 0.19%
26,009
-513
107
$1.99M 0.19%
22,782
+3,001
108
$1.97M 0.19%
21,346
+3,089
109
$1.96M 0.19%
79,391
-4,122
110
$1.94M 0.18%
11,824
-2,766
111
$1.92M 0.18%
8,414
+174
112
$1.87M 0.18%
16,073
+2,477
113
$1.85M 0.18%
70,984
-40,600
114
$1.77M 0.17%
40,552
+7,923
115
$1.76M 0.17%
806,581
+113,769
116
$1.74M 0.16%
31,960
+491
117
$1.73M 0.16%
7,649
+2,258
118
$1.72M 0.16%
37,942
+1,001
119
$1.71M 0.16%
10,550
+5,063
120
$1.68M 0.16%
22,866
-2,212
121
$1.67M 0.16%
42,900
-151,704
122
$1.67M 0.16%
34,961
+517
123
$1.64M 0.16%
+44,581
124
$1.64M 0.16%
28,641
-3,406
125
$1.64M 0.15%
6,048
+478
3 4
5
6 7