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
126
$1.28M 0.15%
20,230
-168
127
$1.28M 0.15%
46,713
+1,287
128
$1.27M 0.15%
35,993
-2,455
129
$1.26M 0.15%
13,226
+18
130
$1.26M 0.15%
5,340
-9,715
131
$1.25M 0.15%
32,322
+3,362
132
$1.24M 0.15%
6,451
+34
133
$1.24M 0.15%
25,402
-838
134
$1.21M 0.14%
23,968
+1,912
135
$1.18M 0.14%
11,781
-34,663
136
$1.18M 0.14%
15,820
+1,980
137
$1.17M 0.14%
7,042
+4,917
138
$1.16M 0.14%
29,360
-626
139
$1.14M 0.13%
87,374
+1,681
140
$1.13M 0.13%
5,823
+596
141
$1.1M 0.13%
18,432
-1,298
142
$1.09M 0.13%
3,641
-370
143
$1.09M 0.13%
+47,539
144
$1.09M 0.13%
7,633
+313
145
$1.08M 0.13%
21,873
-456
146
$1.07M 0.13%
14,400
-144
147
$1.05M 0.12%
7,098
-463
148
$1.03M 0.12%
46,038
-885
149
$1.02M 0.12%
41,478
+4,615
150
$1.01M 0.12%
8,052
-84
4 5
6
7 8