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
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
126
$1.54M 0.15%
15,448
+314
127
$1.52M 0.14%
27,388
+532
128
$1.5M 0.14%
10,497
+400
129
$1.47M 0.14%
30,736
-5,110
130
$1.46M 0.14%
5,140
-469
131
$1.45M 0.14%
+9,295
132
$1.45M 0.14%
9,761
-4,108
133
$1.45M 0.14%
7,941
-1,325
134
$1.43M 0.14%
34,177
+546
135
$1.43M 0.13%
40,894
+1,549
136
$1.43M 0.13%
5,047
-691
137
$1.41M 0.13%
21,016
+19,918
138
$1.39M 0.13%
21,827
+39
139
$1.39M 0.13%
40,191
-5,731
140
$1.38M 0.13%
15,400
+3,994
141
$1.37M 0.13%
3,017
+2,521
142
$1.35M 0.13%
5,227
-787
143
$1.32M 0.13%
5,192
-77
144
$1.32M 0.12%
63,591
-1,674
145
$1.31M 0.12%
82,673
-2,885
146
$1.29M 0.12%
13,790
+12,193
147
$1.26M 0.12%
21,188
+5,850
148
$1.23M 0.12%
7,022
-16
149
$1.21M 0.11%
7,376
-626
150
$1.18M 0.11%
19,355
-303
4 5
6
7 8