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
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
1701
– –
-50
1702
– –
-230
1703
– –
-169
1704
– –
-352
1705
– –
-88
1706
– –
-800
1707
– –
-69
1708
– –
-400
1709
– –
-83
1710
– –
-258
1711
– –
-2,801
1712
– –
-300
1713
– –
-1,000
1714
– –
0
1715
– –
-243
1716
– –
-105
1717
– –
-130
1718
– –
-3
1719
– –
-1,571
1720
– –
0
1721
– –
-60
1722
– –
-4,476
1723
– –
-145
1724
– –
-624
1725
– –
-10
67 68
69
70 71