CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
+$15.1M
2
+$14M
3
+$12.4M
4
GLRY icon
Inspire Growth ETF
GLRY
+$11M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$4.35M

Top Sells

1
+$21.9M
2
+$14.7M
3
+$11.7M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$11.6M
5
ISMD icon
Inspire Small/Mid Cap Impact ETF
ISMD
+$10.8M

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
– –
0
1662
– –
-250
1663
$0 ﹤0.01%
+25
1664
– –
-125
1665
– –
-150
1666
– –
-233
1667
– –
-10
1668
– –
-417
1669
– –
0
1670
– –
-19
1671
– –
-28
1672
– –
-28
1673
– –
-55
1674
– –
-10
1675
– –
-90
65 66
67
68 69