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
1601
$457 ﹤0.01%
32
1602
$452 ﹤0.01%
13
1603
$447 ﹤0.01%
48
1604
$431 ﹤0.01%
4
1605
$381 ﹤0.01%
10
1606
$376 ﹤0.01%
13
1607
$372 ﹤0.01%
286
1608
$365 ﹤0.01%
50
-1,000
1609
$350 ﹤0.01%
1,100
1610
$341 ﹤0.01%
100
1611
$325 ﹤0.01%
56
1612
$319 ﹤0.01%
7
-121
1613
$297 ﹤0.01%
40
1614
$293 ﹤0.01%
5
1615
$261 ﹤0.01%
17
-200
1616
$258 ﹤0.01%
+5
1617
$256 ﹤0.01%
100
1618
$252 ﹤0.01%
+105
1619
$246 ﹤0.01%
3
1620
$237 ﹤0.01%
5
1621
$227 ﹤0.01%
25
1622
$224 ﹤0.01%
+10
1623
$224 ﹤0.01%
10
1624
$223 ﹤0.01%
100
1625
$211 ﹤0.01%
135
-40
63 64
65
66 67