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
26
$7.54M 0.89%
16,079
-1,044
27
$7.48M 0.88%
148,947
+31,183
28
$7.48M 0.88%
156,224
+17,222
29
$7.48M 0.88%
161,931
+21,086
30
$7.32M 0.86%
180,024
+16,973
31
$6.75M 0.79%
214,240
-134,835
32
$6.63M 0.78%
201,716
-139,674
33
$6.49M 0.76%
65,084
+27,569
34
$5.93M 0.7%
172,504
+27,827
35
$5.65M 0.67%
15,298
-285
36
$4.89M 0.58%
93,922
-3,551
37
$4.88M 0.57%
44,832
+37,595
38
$4.86M 0.57%
96,878
-124,291
39
$4.8M 0.57%
73,129
+3,894
40
$4.78M 0.56%
255,012
+152,580
41
$4.78M 0.56%
14,024
-1,106
42
$4.62M 0.54%
10,445
+513
43
$4.59M 0.54%
67,951
+2,956
44
$4.42M 0.52%
15,610
-190
45
$4.25M 0.5%
68,456
-2,408
46
$4.16M 0.49%
9,381
+1,199
47
$3.99M 0.47%
76,305
+6,640
48
$3.98M 0.47%
9,764
+893
49
$3.91M 0.46%
169,276
+38,616
50
$3.88M 0.46%
147,868
-5,774