CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
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 Growth 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
1426
$2.92K ﹤0.01%
25
1427
$2.92K ﹤0.01%
62
1428
$2.92K ﹤0.01%
68
1429
$2.9K ﹤0.01%
46
1430
$2.9K ﹤0.01%
80
1431
$2.88K ﹤0.01%
241
-266
1432
$2.83K ﹤0.01%
64
1433
$2.81K ﹤0.01%
100
1434
$2.79K ﹤0.01%
25
1435
$2.75K ﹤0.01%
11
-50
1436
$2.73K ﹤0.01%
38
1437
$2.71K ﹤0.01%
+52
1438
$2.7K ﹤0.01%
19
1439
$2.66K ﹤0.01%
124
1440
$2.66K ﹤0.01%
288
1441
$2.65K ﹤0.01%
298
-156
1442
$2.64K ﹤0.01%
54
1443
$2.63K ﹤0.01%
145
1444
$2.63K ﹤0.01%
104
+102
1445
$2.63K ﹤0.01%
96
-30
1446
$2.61K ﹤0.01%
1,000
1447
$2.59K ﹤0.01%
16
1448
$2.58K ﹤0.01%
75
1449
$2.58K ﹤0.01%
+122
1450
$2.58K ﹤0.01%
46
56 57
58
59 60