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
151
$1.17M 0.11%
7,713
+64
152
$1.17M 0.11%
26,471
-2,104
153
$1.16M 0.11%
16,226
-2,555
154
$1.15M 0.11%
1,575
+95
155
$1.13M 0.11%
11,242
+339
156
$1.13M 0.11%
8,796
+842
157
$1.12M 0.11%
11,083
-1,438
158
$1.11M 0.11%
4,714
+1,916
159
$1.09M 0.1%
46,499
+46
160
$1.07M 0.1%
4,366
-691
161
$1.06M 0.1%
20,926
-4,525
162
$1.05M 0.1%
46,875
+33,794
163
$1.04M 0.1%
6,596
-530
164
$1.04M 0.1%
29,736
+24,990
165
$1.02M 0.1%
19,178
+1,294
166
$1.01M 0.1%
21,691
-69,487
167
$1.01M 0.1%
12,690
-167
168
$994K 0.09%
5,020
+12
169
$992K 0.09%
+46,414
170
$961K 0.09%
38,057
-267
171
$943K 0.09%
18,921
+7,743
172
$942K 0.09%
16,340
+500
173
$931K 0.09%
4,648
-1,700
174
$919K 0.09%
16,355
-16,313
175
$917K 0.09%
4,911
+4,715
5 6
7
8 9