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
1451
$2.57K ﹤0.01%
27
1452
$2.54K ﹤0.01%
375
1453
$2.52K ﹤0.01%
47
1454
$2.5K ﹤0.01%
120
1455
$2.5K ﹤0.01%
1,314
1456
$2.49K ﹤0.01%
+100
1457
$2.49K ﹤0.01%
105
-306
1458
$2.46K ﹤0.01%
73
+27
1459
$2.44K ﹤0.01%
54
1460
$2.43K ﹤0.01%
115
1461
$2.42K ﹤0.01%
42
1462
$2.4K ﹤0.01%
149
-2,000
1463
$2.36K ﹤0.01%
24
1464
$2.35K ﹤0.01%
22
1465
$2.34K ﹤0.01%
11
1466
$2.33K ﹤0.01%
167
1467
$2.32K ﹤0.01%
+72
1468
$2.32K ﹤0.01%
+191
1469
$2.32K ﹤0.01%
15
1470
$2.3K ﹤0.01%
10,000
1471
$2.29K ﹤0.01%
200
1472
$2.25K ﹤0.01%
+100
1473
$2.23K ﹤0.01%
38
1474
$2.19K ﹤0.01%
15
+2
1475
$2.18K ﹤0.01%
11
57 58
59
60 61