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
1501
$1.79K ﹤0.01%
29
-23
1502
$1.76K ﹤0.01%
73
1503
$1.76K ﹤0.01%
100
1504
$1.7K ﹤0.01%
115
1505
$1.69K ﹤0.01%
400
1506
$1.69K ﹤0.01%
60
1507
$1.65K ﹤0.01%
120
1508
$1.64K ﹤0.01%
173
1509
$1.63K ﹤0.01%
23
1510
$1.62K ﹤0.01%
+200
1511
$1.58K ﹤0.01%
42
1512
$1.55K ﹤0.01%
+360
1513
$1.52K ﹤0.01%
20
-130
1514
$1.52K ﹤0.01%
+49
1515
$1.51K ﹤0.01%
16
1516
$1.51K ﹤0.01%
40
1517
$1.49K ﹤0.01%
52
1518
$1.44K ﹤0.01%
+146
1519
$1.42K ﹤0.01%
60
1520
$1.42K ﹤0.01%
32
1521
$1.41K ﹤0.01%
102
1522
$1.38K ﹤0.01%
+7
1523
$1.37K ﹤0.01%
37
1524
$1.37K ﹤0.01%
11
1525
$1.37K ﹤0.01%
6
59 60
61
62 63