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
151
$992K 0.12%
40,986
+2,214
152
$980K 0.12%
4,792
+8
153
$978K 0.12%
29,260
-478
154
$976K 0.11%
16,750
-819
155
$972K 0.11%
9,067
+2,012
156
$965K 0.11%
2,829
+72
157
$962K 0.11%
7,949
-9,323
158
$942K 0.11%
3,849
+431
159
$934K 0.11%
13,983
-936
160
$929K 0.11%
11,670
+1,832
161
$918K 0.11%
25,517
-73,599
162
$913K 0.11%
6,279
-390
163
$912K 0.11%
3,178
-1,251
164
$887K 0.1%
10,220
+5,120
165
$886K 0.1%
50,760
+30,645
166
$884K 0.1%
11,629
+1,855
167
$862K 0.1%
1,601
+183
168
$848K 0.1%
3,756
-53
169
$845K 0.1%
7,798
+59
170
$824K 0.1%
14,044
-43
171
$793K 0.09%
7,366
-203
172
$778K 0.09%
4,746
-359
173
$761K 0.09%
7,757
+580
174
$760K 0.09%
4,965
-161
175
$747K 0.09%
1,914
-48
5 6
7
8 9