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
326
$485K 0.03%
5,385
327
$477K 0.03%
11,723
-1,025
328
$473K 0.03%
6,100
+831
329
$472K 0.03%
9,237
-96,787
330
$469K 0.03%
14,755
+13,505
331
$467K 0.03%
16,875
-102
332
$454K 0.03%
8,735
+1,349
333
$452K 0.03%
1,401
+468
334
$452K 0.03%
1,583
-21
335
$451K 0.03%
+5,731
336
$446K 0.03%
6,501
+16
337
$445K 0.03%
8,952
-17,089
338
$443K 0.03%
4,939
+1,862
339
$442K 0.03%
+15,320
340
$424K 0.03%
15,313
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341
$419K 0.03%
1,375
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342
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7,639
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343
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14,863
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344
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15,693
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345
$393K 0.03%
7,255
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346
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1,519
+55
347
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20,521
-1,158
348
$388K 0.03%
8,842
-40
349
$388K 0.03%
4,756
+332
350
$385K 0.03%
14,635
+7,872
12 13
14
15 16