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
1401
$3.35K ﹤0.01%
57
1402
$3.35K ﹤0.01%
+273
1403
$3.35K ﹤0.01%
+112
1404
$3.35K ﹤0.01%
20
-13
1405
$3.35K ﹤0.01%
199
1406
$3.32K ﹤0.01%
+125
1407
$3.3K ﹤0.01%
209
1408
$3.3K ﹤0.01%
75
1409
$3.23K ﹤0.01%
22
1410
$3.22K ﹤0.01%
13
+3
1411
$3.18K ﹤0.01%
200
+100
1412
$3.14K ﹤0.01%
37
1413
$3.14K ﹤0.01%
48
-3
1414
$3.09K ﹤0.01%
13
1415
$3.08K ﹤0.01%
152
+12
1416
$3.08K ﹤0.01%
1,230
1417
$3.06K ﹤0.01%
26
+13
1418
$3.01K ﹤0.01%
90
1419
$3K ﹤0.01%
42
-17
1420
$2.98K ﹤0.01%
+700
1421
$2.98K ﹤0.01%
135
1422
$2.97K ﹤0.01%
150
1423
$2.96K ﹤0.01%
85
1424
$2.96K ﹤0.01%
+100
1425
$2.95K ﹤0.01%
34
55 56
57
58 59