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
1626
$200 ﹤0.01%
6
1627
$199 ﹤0.01%
11
1628
$196 ﹤0.01%
+8
1629
$184 ﹤0.01%
30
+15
1630
$184 ﹤0.01%
43
1631
$181 ﹤0.01%
+10
1632
$178 ﹤0.01%
72
1633
$177 ﹤0.01%
+50
1634
$168 ﹤0.01%
+126
1635
$154 ﹤0.01%
35
-1
1636
$153 ﹤0.01%
100
1637
$150 ﹤0.01%
20
1638
$147 ﹤0.01%
48
1639
$145 ﹤0.01%
6
1640
$144 ﹤0.01%
6
1641
$135 ﹤0.01%
38
1642
$126 ﹤0.01%
5
1643
$119 ﹤0.01%
17
1644
$117 ﹤0.01%
13
1645
$80 ﹤0.01%
+4
1646
$79 ﹤0.01%
3
1647
$70 ﹤0.01%
7
1648
$57 ﹤0.01%
12
1649
$54 ﹤0.01%
+10
1650
$37 ﹤0.01%
10
64 65
66
67 68