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
176
$915K 0.09%
4,481
-3
177
$906K 0.09%
9,286
-2,023
178
$898K 0.08%
883
-119
179
$889K 0.08%
9,073
+1,584
180
$879K 0.08%
+9,261
181
$875K 0.08%
4,107
-2
182
$874K 0.08%
7,603
-1,162
183
$863K 0.08%
8,200
-99
184
$859K 0.08%
10,078
+833
185
$857K 0.08%
13,408
-1,206
186
$856K 0.08%
30,847
+6,151
187
$847K 0.08%
1,524
-328
188
$847K 0.08%
17,800
189
$840K 0.08%
3,466
-170
190
$835K 0.08%
4,713
-6
191
$834K 0.08%
20,988
+1,260
192
$814K 0.08%
6,464
-721
193
$809K 0.08%
16,098
-4,159
194
$778K 0.07%
4,076
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195
$777K 0.07%
9,566
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196
$770K 0.07%
21,388
-316,226
197
$762K 0.07%
4,222
+551
198
$759K 0.07%
6,109
+330
199
$758K 0.07%
2,915
+66
200
$756K 0.07%
4,792
+1,080
6 7
8
9 10