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
401
$300K 0.02%
8,940
-688
402
$299K 0.02%
588
+40
403
$297K 0.02%
764
-28
404
$297K 0.02%
795
+7
405
$296K 0.02%
2,245
-187
406
$293K 0.02%
11,824
+101
407
$293K 0.02%
853
-16
408
$291K 0.02%
4,863
-130
409
$288K 0.02%
924
+38
410
$286K 0.02%
5,583
+677
411
$283K 0.02%
36,516
+2,523
412
$282K 0.02%
3,865
+21
413
$277K 0.02%
13,336
-1,433
414
$276K 0.02%
4,622
+1,096
415
$275K 0.02%
3,982
+201
416
$274K 0.02%
1,127
-10
417
$274K 0.02%
3,145
+107
418
$273K 0.02%
+17,545
419
$273K 0.02%
11,101
+4,760
420
$272K 0.02%
13,548
+98
421
$272K 0.02%
2,675
-67
422
$272K 0.02%
1,377
423
$271K 0.02%
2,004
+63
424
$271K 0.02%
5,717
+2,336
425
$270K 0.02%
6,485
+2,873
15 16
17
18 19