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
51
$3.68M 0.43%
20,234
+1,654
52
$3.66M 0.43%
49,873
+3,330
53
$3.6M 0.42%
14,623
-285
54
$3.55M 0.42%
81,057
-4,299
55
$3.49M 0.41%
46,495
-1,371
56
$3.44M 0.4%
57,563
+2,577
57
$3.43M 0.4%
119,573
+21,408
58
$3.25M 0.38%
137,434
-154,691
59
$3.25M 0.38%
162,381
-139,021
60
$3.23M 0.38%
77,885
-6,425
61
$3.2M 0.38%
94,054
+4,815
62
$3.19M 0.38%
84,720
-80,180
63
$3.12M 0.37%
75,293
-25,774
64
$3M 0.35%
74,908
-1,385
65
$2.94M 0.35%
81,841
+54,859
66
$2.91M 0.34%
63,646
-14,864
67
$2.85M 0.34%
50,564
+3,250
68
$2.84M 0.33%
35,047
-150
69
$2.8M 0.33%
26,441
+49
70
$2.8M 0.33%
257,428
+90,721
71
$2.56M 0.3%
11,626
-15,204
72
$2.52M 0.3%
16,588
+11
73
$2.39M 0.28%
22,963
+2,165
74
$2.34M 0.28%
+27,759
75
$2.34M 0.28%
19,546
-1,383
1 2
3
4 5