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
351
$382K 0.03%
8,695
+614
352
$381K 0.03%
4,788
-412
353
$379K 0.03%
19,821
-2,808
354
$376K 0.03%
16,352
-2,331
355
$375K 0.03%
8,180
-121
356
$375K 0.03%
1,146
-15
357
$374K 0.03%
8,500
-710
358
$372K 0.03%
9,800
-120
359
$368K 0.03%
9,880
-21
360
$368K 0.03%
4,720
-19,913
361
$365K 0.03%
9,126
+1,005
362
$365K 0.03%
649
+8
363
$362K 0.03%
56,408
+22,650
364
$358K 0.03%
16,124
+247
365
$358K 0.03%
6,811
+3,086
366
$357K 0.03%
2,900
+1,653
367
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2,991
+408
368
$356K 0.03%
3,254
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369
$355K 0.03%
9,084
+475
370
$349K 0.03%
10,676
-2,982
371
$345K 0.02%
1,507
+36
372
$343K 0.02%
10,485
-3,431
373
$340K 0.02%
17,747
+7,252
374
$340K 0.02%
7,596
+1,930
375
$339K 0.02%
8,381
+2,326
13 14
15
16 17