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
601
$131K 0.01%
2,130
602
$130K 0.01%
2,514
603
$130K 0.01%
1,422
+620
604
$129K 0.01%
+5,574
605
$129K 0.01%
292
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606
$128K 0.01%
1,724
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607
$128K 0.01%
1,980
+1,780
608
$128K 0.01%
1,708
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609
$127K 0.01%
7,601
+1,297
610
$127K 0.01%
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-100
611
$127K 0.01%
1,034
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612
$127K 0.01%
3,000
+381
613
$125K 0.01%
432
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614
$124K 0.01%
5,297
615
$124K 0.01%
397
616
$123K 0.01%
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617
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$123K 0.01%
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619
$122K 0.01%
3,332
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620
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$122K 0.01%
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622
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231
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$120K 0.01%
3,368
-781
624
$119K 0.01%
3,613
+209
625
$119K 0.01%
531
23 24
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26 27