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
1251
$6.58K ﹤0.01%
+100
1252
$6.55K ﹤0.01%
151
-215
1253
$6.49K ﹤0.01%
92
1254
$6.45K ﹤0.01%
150
-625
1255
$6.42K ﹤0.01%
112
1256
$6.39K ﹤0.01%
97
1257
$6.36K ﹤0.01%
14
+2
1258
$6.35K ﹤0.01%
85
1259
$6.32K ﹤0.01%
140
1260
$6.29K ﹤0.01%
150
-200
1261
$6.27K ﹤0.01%
168
1262
$6.27K ﹤0.01%
10
1263
$6.26K ﹤0.01%
100
1264
$6.26K ﹤0.01%
81
-11
1265
$6.25K ﹤0.01%
226
1266
$6.23K ﹤0.01%
40
1267
$6.21K ﹤0.01%
227
1268
$6.09K ﹤0.01%
262
-2,022
1269
$6.06K ﹤0.01%
+233
1270
$5.99K ﹤0.01%
219
1271
$5.97K ﹤0.01%
155
+2
1272
$5.95K ﹤0.01%
137
1273
$5.89K ﹤0.01%
+138
1274
$5.88K ﹤0.01%
41
1275
$5.88K ﹤0.01%
76
49 50
51
52 53