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
426
$269K 0.02%
5,600
427
$269K 0.02%
474
-29
428
$268K 0.02%
2,307
-314
429
$267K 0.02%
2,156
-166
430
$267K 0.02%
3,149
-33
431
$265K 0.02%
6,065
-573
432
$264K 0.02%
3,301
-147
433
$264K 0.02%
8,119
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434
$263K 0.02%
6,028
+4,538
435
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3,350
+445
436
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3,854
-581
437
$259K 0.02%
2,305
438
$259K 0.02%
476
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439
$258K 0.02%
5,926
-1,367
440
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1,392
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441
$249K 0.02%
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443
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445
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2,022
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446
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8,010
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447
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3,783
-10,208
448
$239K 0.02%
2,008
+42
449
$235K 0.02%
582
-123
450
$233K 0.02%
11,690
-1,000
16 17
18
19 20