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
$850M
AUM Growth
+$86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,537
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$9.79M
3
+$9.69M
4
GLRY icon
Inspire Momentum ETF
GLRY
+$8.97M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$8.82M

Top Sells

1
+$10.8M
2
+$6.98M
3
+$6.23M
4
BIBL icon
Inspire 100 ETF
BIBL
+$4.59M
5
TPHD icon
Timothy Plan High Dividend Stock ETF
TPHD
+$4.25M

Sector Composition

1 Technology 4.76%
2 Consumer Discretionary 2.5%
3 Industrials 2.29%
4 Financials 2.03%
5 Healthcare 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$130K 0.02%
182
-4
427
$130K 0.02%
341
428
$129K 0.02%
2,310
-38
429
$129K 0.02%
5,733
430
$129K 0.02%
1,929
+8
431
$128K 0.02%
1,000
-47
432
$128K 0.02%
3,301
+1,689
433
$128K 0.02%
1,322
-510
434
$127K 0.01%
2,424
-3,594
435
$127K 0.01%
2,237
+92
436
$125K 0.01%
2,263
+2,186
437
$124K 0.01%
1,811
+988
438
$124K 0.01%
1,782
+100
439
$122K 0.01%
16,475
+1,475
440
$122K 0.01%
1,672
-386
441
$120K 0.01%
737
442
$120K 0.01%
348
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443
$119K 0.01%
1,110
+195
444
$119K 0.01%
1,575
+232
445
$119K 0.01%
693
-14
446
$118K 0.01%
959
447
$117K 0.01%
625
+115
448
$117K 0.01%
1,440
+1,350
449
$116K 0.01%
1,974
+7
450
$116K 0.01%
775
-10
16 17
18
19 20