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
1
$36.4M 4.29%
597,833
+260,266
2
$26.9M 3.16%
379,589
+124,685
3
$24.6M 2.89%
568,908
+35,531
4
$24.3M 2.85%
170,684
-15,990
5
$24M 2.82%
833,301
+33,531
6
$23.8M 2.8%
808,681
-22,462
7
$20.5M 2.41%
270,451
+108,561
8
$20.3M 2.39%
446,434
+215,494
9
$20.3M 2.38%
104,442
-7,104
10
$15.7M 1.84%
271,292
-120,962
11
$13.8M 1.63%
144,711
+12,800
12
$13.5M 1.58%
279,018
+18,601
13
$12.5M 1.47%
95,517
-8,460
14
$11.8M 1.39%
113,424
+7,601
15
$11.4M 1.34%
339,630
-24,218
16
$10.9M 1.28%
337,825
+103,629
17
$10.8M 1.27%
42,409
+542
18
$10.6M 1.25%
458,973
+183,879
19
$10.6M 1.25%
140,762
+96,590
20
$9.69M 1.14%
+188,062
21
$9.33M 1.1%
90,624
+43,328
22
$8.97M 1.06%
351,952
+351,912
23
$8.63M 1.02%
484,194
+35,440
24
$7.8M 0.92%
73,104
+684
25
$7.58M 0.89%
+110,781
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