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CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
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 2.54%
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
1726
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-100
1727
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-250
1728
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-75
1729
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-1,129
1730
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-14
1731
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1732
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-304
1733
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-150
1734
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-70
1735
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-20
1736
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-100
1737
$0 ﹤0.01%
+25
1738
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-306
1739
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-22
1740
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-198
1741
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-1,000
1742
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-12
1743
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-6
1744
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1745
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-4,476
1746
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1747
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-624
1748
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-10
1749
– –
0
1750
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-383
67 68 69
70
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