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
1551
$987 ﹤0.01%
51
1552
$984 ﹤0.01%
+200
1553
$955 ﹤0.01%
12
1554
$931 ﹤0.01%
7
1555
$925 ﹤0.01%
39
1556
$919 ﹤0.01%
20
1557
$912 ﹤0.01%
7
1558
$910 ﹤0.01%
200
1559
$905 ﹤0.01%
18
-202
1560
$897 ﹤0.01%
32
1561
$884 ﹤0.01%
+10
1562
$882 ﹤0.01%
12
1563
$881 ﹤0.01%
+24
1564
$859 ﹤0.01%
2
1565
$849 ﹤0.01%
+23
1566
$846 ﹤0.01%
98
-10
1567
$834 ﹤0.01%
10
-14
1568
$817 ﹤0.01%
12
1569
$815 ﹤0.01%
7
1570
$814 ﹤0.01%
11
1571
$798 ﹤0.01%
2
1572
$794 ﹤0.01%
100
-33
1573
$774 ﹤0.01%
24
1574
$771 ﹤0.01%
300
1575
$768 ﹤0.01%
16
-13
61 62
63
64 65