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
551
$158K 0.01%
1,422
+86
552
$157K 0.01%
7,341
+2,473
553
$157K 0.01%
1,962
+1
554
$156K 0.01%
2,862
+580
555
$155K 0.01%
2,624
+27
556
$155K 0.01%
5,068
+193
557
$154K 0.01%
5,200
+2,300
558
$153K 0.01%
109,381
+3,750
559
$152K 0.01%
1,992
+5
560
$152K 0.01%
2,117
+28
561
$152K 0.01%
1,704
-2
562
$152K 0.01%
930
-183
563
$152K 0.01%
2,619
+798
564
$151K 0.01%
6,543
-2,203
565
$151K 0.01%
444
-78
566
$149K 0.01%
4,363
-4,217
567
$149K 0.01%
1,440
-19
568
$149K 0.01%
2,745
+4
569
$148K 0.01%
908
+18
570
$147K 0.01%
8,413
+4,415
571
$147K 0.01%
751
+94
572
$147K 0.01%
313
-16
573
$147K 0.01%
303
+120
574
$146K 0.01%
2,118
+92
575
$146K 0.01%
3,427
21 22
23
24 25