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
1526
$1.35K ﹤0.01%
12
1527
$1.33K ﹤0.01%
31
1528
$1.3K ﹤0.01%
7
1529
$1.28K ﹤0.01%
3
-3
1530
$1.26K ﹤0.01%
80
1531
$1.25K ﹤0.01%
45
1532
$1.23K ﹤0.01%
12
1533
$1.19K ﹤0.01%
+34
1534
$1.18K ﹤0.01%
15
-300
1535
$1.15K ﹤0.01%
17
1536
$1.14K ﹤0.01%
23
1537
$1.13K ﹤0.01%
17
1538
$1.12K ﹤0.01%
637
1539
$1.11K ﹤0.01%
22
1540
$1.1K ﹤0.01%
100
1541
$1.1K ﹤0.01%
16
1542
$1.07K ﹤0.01%
14
1543
$1.07K ﹤0.01%
8
-123
1544
$1.05K ﹤0.01%
21
1545
$1.04K ﹤0.01%
+191
1546
$1.02K ﹤0.01%
31
+1
1547
$1.01K ﹤0.01%
27
1548
$1K ﹤0.01%
46
-8
1549
$1K ﹤0.01%
38
1550
$997 ﹤0.01%
47
+8
60 61
62
63 64