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
701
$87.5K 0.01%
325
702
$87.5K 0.01%
1,393
+447
703
$87K 0.01%
1,007
704
$85.9K 0.01%
1,973
-458
705
$85.7K 0.01%
2,934
+432
706
$85K 0.01%
2,408
-33
707
$85K 0.01%
2,100
-1,020
708
$84.9K 0.01%
13,345
+390
709
$84.8K 0.01%
1,065
-45
710
$84.5K 0.01%
3,000
711
$84.3K 0.01%
2,638
+1,217
712
$84.3K 0.01%
1,948
713
$84K 0.01%
1,521
-206
714
$84K 0.01%
10,427
+78
715
$83.6K 0.01%
12,204
+248
716
$83.2K 0.01%
2,835
717
$83K 0.01%
2,354
+133
718
$82.8K 0.01%
2,818
+357
719
$82.7K 0.01%
1,894
-347
720
$82.7K 0.01%
439
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721
$82.5K 0.01%
848
-74
722
$82.2K 0.01%
1,894
-62
723
$82K 0.01%
3,090
724
$81.3K 0.01%
272
-29
725
$80.2K 0.01%
1,286
-23
27 28
29
30 31