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
576
$146K 0.01%
464
-1
577
$145K 0.01%
1,226
-54
578
$145K 0.01%
1,489
-19
579
$144K 0.01%
7,750
-2,465
580
$144K 0.01%
1,900
+100
581
$144K 0.01%
2,804
-84
582
$144K 0.01%
3,923
+23
583
$143K 0.01%
6,113
+521
584
$142K 0.01%
5,219
+2,052
585
$142K 0.01%
3,708
+10
586
$140K 0.01%
754
+40
587
$140K 0.01%
2,545
+1,005
588
$137K 0.01%
1,578
-265
589
$137K 0.01%
3,470
+8
590
$137K 0.01%
3,286
591
$137K 0.01%
1,836
-273
592
$136K 0.01%
5,845
-1,829
593
$136K 0.01%
2,997
-30
594
$136K 0.01%
2,012
+18
595
$136K 0.01%
8,605
-420
596
$135K 0.01%
645
+40
597
$135K 0.01%
3,086
-56
598
$133K 0.01%
630
-10
599
$132K 0.01%
612
-252
600
$132K 0.01%
2,950
22 23
24
25 26