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
1351
$4.17K ﹤0.01%
+83
1352
$4.17K ﹤0.01%
18
1353
$4.17K ﹤0.01%
50
-40
1354
$4.13K ﹤0.01%
38
1355
$4.12K ﹤0.01%
127
-128
1356
$4.12K ﹤0.01%
+20
1357
$4.08K ﹤0.01%
54
1358
$4.07K ﹤0.01%
95
-24
1359
$4.06K ﹤0.01%
31
+6
1360
$4.05K ﹤0.01%
94
+38
1361
$4.01K ﹤0.01%
31
1362
$4K ﹤0.01%
300
-1,270
1363
$3.99K ﹤0.01%
113
1364
$3.99K ﹤0.01%
+137
1365
$3.96K ﹤0.01%
23
1366
$3.95K ﹤0.01%
120
-57
1367
$3.94K ﹤0.01%
+34
1368
$3.94K ﹤0.01%
130
-70
1369
$3.92K ﹤0.01%
75
1370
$3.92K ﹤0.01%
+102
1371
$3.88K ﹤0.01%
38
1372
$3.87K ﹤0.01%
41
1373
$3.86K ﹤0.01%
106
1374
$3.79K ﹤0.01%
95
1375
$3.76K ﹤0.01%
265
+165
53 54
55
56 57