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
501
$189K 0.01%
651
+100
502
$189K 0.01%
4,311
+1,941
503
$188K 0.01%
2,108
+502
504
$188K 0.01%
5,575
+2,589
505
$188K 0.01%
5,638
+40
506
$187K 0.01%
2,129
+327
507
$186K 0.01%
3,920
-675
508
$186K 0.01%
2,684
-225
509
$182K 0.01%
1,127
-4
510
$182K 0.01%
5,678
+385
511
$181K 0.01%
618
+11
512
$181K 0.01%
585
+2
513
$180K 0.01%
1,476
-437
514
$179K 0.01%
3,173
+9
515
$179K 0.01%
808
-72
516
$178K 0.01%
3,583
+24
517
$177K 0.01%
1,399
518
$177K 0.01%
447
+5
519
$176K 0.01%
8,403
+3,880
520
$176K 0.01%
4,734
-1,510
521
$174K 0.01%
2,243
+25
522
$173K 0.01%
1,888
-474
523
$173K 0.01%
3,049
+76
524
$172K 0.01%
4,433
525
$171K 0.01%
1,740
+542
19 20
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