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
476
$201K 0.01%
2,503
-17
477
$199K 0.01%
2,893
+14
478
$199K 0.01%
6,140
-181
479
$198K 0.01%
5,250
-21
480
$198K 0.01%
1,287
-498
481
$198K 0.01%
+2,156
482
$197K 0.01%
11,764
+591
483
$196K 0.01%
5,824
+117
484
$195K 0.01%
366
+2
485
$194K 0.01%
1,159
+1,038
486
$194K 0.01%
3,599
-726
487
$193K 0.01%
10,670
488
$193K 0.01%
860
-200
489
$193K 0.01%
4,856
+42
490
$193K 0.01%
1,505
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491
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494
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497
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2,154
-17,891
498
$190K 0.01%
2,971
-1,448
499
$190K 0.01%
8,451
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500
$190K 0.01%
9,108
18 19
20
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