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
1201
$4.48K ﹤0.01%
76
1202
$4.38K ﹤0.01%
54
1203
$4.38K ﹤0.01%
97
1204
$4.35K ﹤0.01%
200
+100
1205
$4.34K ﹤0.01%
273
+9
1206
$4.32K ﹤0.01%
100
1207
$4.31K ﹤0.01%
87
1208
$4.26K ﹤0.01%
126
+51
1209
$4.25K ﹤0.01%
367
+8
1210
$4.21K ﹤0.01%
135
+1
1211
$4.2K ﹤0.01%
59
1212
$4.19K ﹤0.01%
+74
1213
$4.17K ﹤0.01%
52
1214
$4.15K ﹤0.01%
104
+61
1215
$4.14K ﹤0.01%
+152
1216
$4.11K ﹤0.01%
+100
1217
$4.06K ﹤0.01%
151
+61
1218
$4.05K ﹤0.01%
195
+1
1219
$4.05K ﹤0.01%
647
1220
$3.95K ﹤0.01%
100
-15
1221
$3.93K ﹤0.01%
191
1222
$3.9K ﹤0.01%
58
+1
1223
$3.88K ﹤0.01%
+108
1224
$3.85K ﹤0.01%
75
1225
$3.8K ﹤0.01%
39