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
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
1301
$5.19K ﹤0.01%
130
1302
$5.14K ﹤0.01%
+35
1303
$5.14K ﹤0.01%
210
1304
$5.13K ﹤0.01%
100
1305
$5.13K ﹤0.01%
133
+112
1306
$5.1K ﹤0.01%
37
1307
$5.09K ﹤0.01%
132
1308
$5.09K ﹤0.01%
52
1309
$5.03K ﹤0.01%
+127
1310
$4.97K ﹤0.01%
892
1311
$4.95K ﹤0.01%
96
1312
$4.93K ﹤0.01%
200
1313
$4.92K ﹤0.01%
39
1314
$4.91K ﹤0.01%
18
1315
$4.79K ﹤0.01%
3,800
1316
$4.77K ﹤0.01%
22
-6
1317
$4.76K ﹤0.01%
+100
1318
$4.74K ﹤0.01%
60
-104
1319
$4.71K ﹤0.01%
100
1320
$4.65K ﹤0.01%
+125
1321
$4.6K ﹤0.01%
75
1322
$4.6K ﹤0.01%
116
+65
1323
$4.6K ﹤0.01%
50
1324
$4.6K ﹤0.01%
186
+58
1325
$4.59K ﹤0.01%
91
51 52
53
54 55