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
676
$97.5K 0.01%
3,775
677
$97.3K 0.01%
1,900
+1,100
678
$96.7K 0.01%
929
+110
679
$96.5K 0.01%
2,915
+11
680
$95K 0.01%
1,848
681
$94.7K 0.01%
2,800
-64
682
$94.3K 0.01%
2,956
+60
683
$93.8K 0.01%
1,172
-121
684
$93.7K 0.01%
758
+1
685
$93.3K 0.01%
3,656
+1,022
686
$92K 0.01%
599
+16
687
$91.8K 0.01%
2,710
+49
688
$91.5K 0.01%
2,186
+10
689
$91.5K 0.01%
+35
690
$91.5K 0.01%
1,860
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$91.1K 0.01%
1,778
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692
$91.1K 0.01%
1,957
-161
693
$90.9K 0.01%
2,300
694
$90.5K 0.01%
682
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695
$90.5K 0.01%
1,170
696
$90.1K 0.01%
1,546
-106
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$88.6K 0.01%
231
698
$88.4K 0.01%
4,693
-559
699
$88.3K 0.01%
17,493
+91
700
$88K 0.01%
817
+2
26 27
28
29 30