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
51
$6M 0.43%
54,890
-474
52
$5.91M 0.43%
+121,557
53
$5.69M 0.41%
133,082
+178
54
$5.66M 0.41%
148,511
+38,394
55
$5.65M 0.41%
62,010
+44,515
56
$5.63M 0.41%
11,324
-2,221
57
$5.58M 0.4%
32,213
-6,760
58
$5.41M 0.39%
152,350
+125,491
59
$5.41M 0.39%
52,559
+32,494
60
$5.36M 0.39%
145,220
-61,919
61
$5.32M 0.38%
126,584
+9,861
62
$5.25M 0.38%
62,831
-455
63
$5.04M 0.36%
255,008
+12,187
64
$4.95M 0.36%
17,861
+1,159
65
$4.9M 0.35%
96,603
-6,439
66
$4.81M 0.35%
81,215
-3,697
67
$4.8M 0.35%
+195,489
68
$4.8M 0.35%
151,123
+143,725
69
$4.6M 0.33%
35,024
-2,230
70
$4.53M 0.33%
461,757
+163,720
71
$4.47M 0.32%
103,461
+2,155
72
$4.45M 0.32%
104,976
+6,464
73
$4.41M 0.32%
81,063
+8,784
74
$4.27M 0.31%
30,166
+1,551
75
$4.25M 0.31%
48,168
+8,705
1 2
3
4 5