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
1326
$4.55K ﹤0.01%
+152
1327
$4.54K ﹤0.01%
265
+95
1328
$4.54K ﹤0.01%
2,055
1329
$4.51K ﹤0.01%
139
1330
$4.5K ﹤0.01%
13
1331
$4.48K ﹤0.01%
463
+5
1332
$4.47K ﹤0.01%
115
1333
$4.47K ﹤0.01%
140
1334
$4.41K ﹤0.01%
106
1335
$4.41K ﹤0.01%
135
1336
$4.37K ﹤0.01%
59
1337
$4.35K ﹤0.01%
+155
1338
$4.34K ﹤0.01%
49
+2
1339
$4.32K ﹤0.01%
10
-19
1340
$4.32K ﹤0.01%
+55
1341
$4.31K ﹤0.01%
60
1342
$4.31K ﹤0.01%
67
1343
$4.3K ﹤0.01%
+290
1344
$4.28K ﹤0.01%
45
1345
$4.28K ﹤0.01%
950
1346
$4.27K ﹤0.01%
+340
1347
$4.2K ﹤0.01%
92
1348
$4.19K ﹤0.01%
102
1349
$4.19K ﹤0.01%
200
+100
1350
$4.17K ﹤0.01%
39
52 53
54
55 56