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
201
$750K 0.07%
8,884
-4,505
202
$742K 0.07%
2,434
-50,732
203
$735K 0.07%
7,015
-3,792
204
$721K 0.07%
2,626
+108
205
$713K 0.07%
3,805
+220
206
$712K 0.07%
3,430
+157
207
$708K 0.07%
16,255
+15,955
208
$703K 0.07%
22,927
-1,212
209
$702K 0.07%
2,617
+27
210
$701K 0.07%
+54,065
211
$695K 0.07%
7,569
+151
212
$689K 0.07%
10,184
-502
213
$688K 0.07%
5,479
-71
214
$684K 0.06%
2,361
+144
215
$678K 0.06%
4,377
+196
216
$674K 0.06%
2,001
+1
217
$667K 0.06%
+15,027
218
$666K 0.06%
90,046
+2,804
219
$666K 0.06%
7,760
+369
220
$664K 0.06%
14,874
+1,876
221
$663K 0.06%
16,772
+854
222
$660K 0.06%
12,789
-953
223
$655K 0.06%
25,866
-13,341
224
$651K 0.06%
17,150
+700
225
$649K 0.06%
29,162
-9,258
7 8
9
10 11