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
451
$232K 0.02%
1,806
+165
452
$229K 0.02%
2,508
+19
453
$227K 0.02%
3,969
+1,893
454
$224K 0.02%
6,100
455
$224K 0.02%
1,026
+1,025
456
$222K 0.02%
5,593
-509
457
$221K 0.02%
10,159
+417
458
$219K 0.02%
6,570
459
$218K 0.02%
1,326
-46
460
$217K 0.02%
3,282
-6
461
$215K 0.02%
5,055
+415
462
$215K 0.02%
6,742
+2,888
463
$215K 0.02%
9,246
-1,415
464
$213K 0.02%
1,103
+140
465
$211K 0.02%
+601
466
$211K 0.02%
945
-36
467
$210K 0.02%
2,772
-200
468
$209K 0.02%
5,725
469
$206K 0.01%
1,416
470
$205K 0.01%
5,677
+206
471
$204K 0.01%
1,502
-42
472
$203K 0.01%
3,024
+2,869
473
$202K 0.01%
5,600
+2,580
474
$202K 0.01%
7,623
+675
475
$201K 0.01%
8,047
+3,035
17 18
19
20 21