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
651
$109K 0.01%
1,436
-305
652
$108K 0.01%
668
+16
653
$108K 0.01%
3,052
654
$107K 0.01%
870
+4
655
$106K 0.01%
702
+1
656
$106K 0.01%
1,833
+177
657
$104K 0.01%
947
+28
658
$104K 0.01%
785
659
$103K 0.01%
1,762
-78
660
$103K 0.01%
2,327
+21
661
$103K 0.01%
1,093
662
$102K 0.01%
2,364
+58
663
$102K 0.01%
1,924
-43
664
$102K 0.01%
6,936
665
$101K 0.01%
179
+1
666
$101K 0.01%
3,538
-55
667
$101K 0.01%
947
668
$100K 0.01%
2,275
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669
$100K 0.01%
635
-25
670
$99.7K 0.01%
7,253
-20
671
$99.1K 0.01%
1,877
+120
672
$98.9K 0.01%
1,346
+242
673
$98.9K 0.01%
1,474
+32
674
$98.5K 0.01%
1,449
-77
675
$98.1K 0.01%
1,045
+285
25 26
27
28 29