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
1476
$2.18K ﹤0.01%
33
1477
$2.17K ﹤0.01%
1,500
1478
$2.16K ﹤0.01%
108
1479
$2.16K ﹤0.01%
42
1480
$2.12K ﹤0.01%
100
1481
$2.11K ﹤0.01%
26
1482
$2.11K ﹤0.01%
222
1483
$2.06K ﹤0.01%
6
1484
$2.01K ﹤0.01%
100
1485
$1.99K ﹤0.01%
26
-31
1486
$1.95K ﹤0.01%
10
1487
$1.95K ﹤0.01%
35
1488
$1.91K ﹤0.01%
100
-1,000
1489
$1.89K ﹤0.01%
100
1490
$1.88K ﹤0.01%
45
1491
$1.88K ﹤0.01%
97
1492
$1.88K ﹤0.01%
100
1493
$1.86K ﹤0.01%
64
1494
$1.86K ﹤0.01%
107
1495
$1.86K ﹤0.01%
200
1496
$1.86K ﹤0.01%
100
1497
$1.85K ﹤0.01%
35
1498
$1.84K ﹤0.01%
50
1499
$1.83K ﹤0.01%
51
1500
$1.83K ﹤0.01%
226
+113
58 59
60
61 62