CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
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 Growth 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
1651
$37 ﹤0.01%
2
-248
1652
$36 ﹤0.01%
1
-1
1653
$25 ﹤0.01%
5
1654
– –
0
1655
$12 ﹤0.01%
29
1656
$12 ﹤0.01%
310
1657
– –
0
1658
$8 ﹤0.01%
+2
1659
– –
0
1660
$3 ﹤0.01%
7
1661
– –
-125
1662
– –
-150
1663
– –
-233
1664
– –
-10
1665
– –
-417
1666
– –
0
1667
– –
-28
1668
– –
-28
1669
– –
-5,000
1670
– –
-240
1671
– –
-115
1672
– –
-50
1673
– –
-75
1674
– –
-316
1675
– –
-450
65 66
67
68 69