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
1501
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-10
1502
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1503
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1504
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-15
1505
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1506
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-4
1507
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-16,000
1508
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-221
1509
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-668
1510
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-787
1511
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-350
1512
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1513
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-40
1514
– –
-400
1515
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-154
1516
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-17
1517
– –
0
1518
– –
-89
1519
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-40
1520
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-100
1521
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-597
1522
– –
-4,012
1523
– –
0
1524
– –
-40
1525
– –
-60
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