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
1576
$764 ﹤0.01%
41
-540
1577
$728 ﹤0.01%
520
1578
$708 ﹤0.01%
100
1579
$691 ﹤0.01%
86
1580
$689 ﹤0.01%
6
1581
$675 ﹤0.01%
100
1582
$673 ﹤0.01%
21
1583
$621 ﹤0.01%
44
1584
$603 ﹤0.01%
+10
1585
$599 ﹤0.01%
5
1586
$594 ﹤0.01%
+4
1587
$592 ﹤0.01%
+102
1588
$567 ﹤0.01%
17
1589
$541 ﹤0.01%
20
1590
$501 ﹤0.01%
50
1591
$494 ﹤0.01%
7
1592
$493 ﹤0.01%
+6
1593
$489 ﹤0.01%
+11
1594
$480 ﹤0.01%
65
-1,050
1595
$478 ﹤0.01%
+8
1596
$478 ﹤0.01%
200
1597
$468 ﹤0.01%
31
1598
$463 ﹤0.01%
+250
1599
$462 ﹤0.01%
11
1600
$462 ﹤0.01%
+3
62 63
64
65 66