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
1376
$3.73K ﹤0.01%
100
-565
1377
$3.69K ﹤0.01%
3
1378
$3.64K ﹤0.01%
100
1379
$3.59K ﹤0.01%
53
1380
$3.59K ﹤0.01%
140
1381
$3.57K ﹤0.01%
29
1382
$3.56K ﹤0.01%
109
1383
$3.56K ﹤0.01%
120
1384
$3.55K ﹤0.01%
50
1385
$3.54K ﹤0.01%
+91
1386
$3.54K ﹤0.01%
100
1387
$3.49K ﹤0.01%
106
1388
$3.45K ﹤0.01%
+155
1389
$3.44K ﹤0.01%
+250
1390
$3.44K ﹤0.01%
106
1391
$3.43K ﹤0.01%
100
1392
$3.42K ﹤0.01%
120
1393
$3.42K ﹤0.01%
96
1394
$3.41K ﹤0.01%
111
1395
$3.41K ﹤0.01%
+100
1396
$3.39K ﹤0.01%
35
1397
$3.38K ﹤0.01%
45
1398
$3.36K ﹤0.01%
31
1399
$3.36K ﹤0.01%
+142
1400
$3.36K ﹤0.01%
190
54 55
56
57 58