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
1226
$7.31K ﹤0.01%
160
1227
$7.29K ﹤0.01%
78
1228
$7.26K ﹤0.01%
+18
1229
$7.24K ﹤0.01%
40
1230
$7.24K ﹤0.01%
+75
1231
$7.22K ﹤0.01%
251
+1
1232
$7.21K ﹤0.01%
328
1233
$7.17K ﹤0.01%
381
+3
1234
$7.13K ﹤0.01%
83
1235
$7.08K ﹤0.01%
1,315
1236
$7.06K ﹤0.01%
+400
1237
$6.99K ﹤0.01%
594
+116
1238
$6.98K ﹤0.01%
203
+2
1239
$6.97K ﹤0.01%
154
+46
1240
$6.88K ﹤0.01%
378
+48
1241
$6.84K ﹤0.01%
1,270
1242
$6.81K ﹤0.01%
17
1243
$6.73K ﹤0.01%
20
1244
$6.67K ﹤0.01%
92
-238
1245
$6.66K ﹤0.01%
5
1246
$6.63K ﹤0.01%
1,046
1247
$6.63K ﹤0.01%
468
+10
1248
$6.62K ﹤0.01%
66
1249
$6.61K ﹤0.01%
116
+100
1250
$6.6K ﹤0.01%
885
48 49
50
51 52