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
101
$1.67M 0.2%
25,571
+2,143
102
$1.64M 0.19%
46,136
+818
103
$1.6M 0.19%
8,060
+200
104
$1.58M 0.19%
17,929
-118
105
$1.57M 0.18%
36,343
-590
106
$1.56M 0.18%
33,168
-3,220
107
$1.53M 0.18%
34,544
-1,048
108
$1.51M 0.18%
31,876
+9,211
109
$1.51M 0.18%
14,456
+1,509
110
$1.5M 0.18%
3,373
+149
111
$1.46M 0.17%
31,637
+412
112
$1.45M 0.17%
77,876
-4,814
113
$1.42M 0.17%
34,484
+1,071
114
$1.42M 0.17%
16,406
-2,537
115
$1.41M 0.17%
20,095
-827
116
$1.41M 0.17%
8,670
-280
117
$1.41M 0.17%
22,569
+73
118
$1.39M 0.16%
14,220
-11,067
119
$1.38M 0.16%
7,930
+360
120
$1.34M 0.16%
27,337
-3,419
121
$1.32M 0.15%
25,591
+386
122
$1.3M 0.15%
6,057
+91
123
$1.29M 0.15%
5,820
+229
124
$1.29M 0.15%
13,233
+12,979
125
$1.29M 0.15%
28,472
-1,356
3 4
5
6 7