CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.39B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,205
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$13M
3
+$12.4M
4
ELCV
Eventide High Dividend ETF
ELCV
+$12.1M
5
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$10.9M

Top Sells

1
+$35.7M
2
+$15.6M
3
+$12.5M
4
GLRY icon
Inspire Growth ETF
GLRY
+$12.4M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$11.2M

Sector Composition

1 Technology 4.65%
2 Consumer Discretionary 2.73%
3 Healthcare 2.32%
4 Industrials 2.12%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$663K 0.05%
27,036
+3,481
277
$656K 0.05%
8,552
-297
278
$649K 0.05%
9,207
+106
279
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5,890
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280
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2,518
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281
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6,836
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282
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1,613
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283
$637K 0.05%
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-859
284
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7,536
-219
285
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4,129
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286
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7,086
-129
287
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12,607
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288
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3,531
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289
$613K 0.04%
13,980
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290
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291
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293
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15,058
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294
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2,180
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295
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11,383
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296
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13,717
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297
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+21,501
298
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6,199
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299
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12,885
-363
300
$585K 0.04%
11,259
-3,290
10 11
12
13 14