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
301
$583K 0.04%
1,641
-79
302
$581K 0.04%
3,078
+325
303
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6,990
+38
304
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23,594
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305
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18,846
+197
306
$574K 0.04%
17,711
-370
307
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4,230
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308
$561K 0.04%
24,658
+5,335
309
$559K 0.04%
5,868
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310
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19,053
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311
$553K 0.04%
4,790
-185
312
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+15,518
313
$549K 0.04%
21,718
+1,279
314
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8,347
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315
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735
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15,376
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319
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320
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17,017
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6,405
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8,152
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325
$485K 0.03%
905
+904
11 12
13
14 15