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
376
$338K 0.02%
1,490
-50
377
$338K 0.02%
8,278
-210
378
$334K 0.02%
2,286
-9,185
379
$333K 0.02%
2,034
+521
380
$332K 0.02%
5,323
+35
381
$331K 0.02%
4,496
+1,998
382
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3,186
+200
383
$329K 0.02%
8,780
-100
384
$328K 0.02%
8,463
-477
385
$326K 0.02%
616
+59
386
$324K 0.02%
38,573
387
$324K 0.02%
1,313
388
$324K 0.02%
1,932
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389
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13,869
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390
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1,987
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395
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1,368
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396
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397
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2,397
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398
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1,852
+129
399
$303K 0.02%
1,269
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400
$302K 0.02%
12,478
-34
14 15
16
17 18