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
726
$79.7K 0.01%
812
-15,174
727
$79.5K 0.01%
2,635
+177
728
$79.4K 0.01%
475
729
$79.3K 0.01%
1,223
730
$78.7K 0.01%
1,878
731
$78.4K 0.01%
686
-62
732
$78K 0.01%
1,692
-97
733
$77.9K 0.01%
1,913
-5,375
734
$77.7K 0.01%
1,070
+14
735
$77.6K 0.01%
1,892
-203
736
$77.5K 0.01%
929
+7
737
$77.4K 0.01%
977
-17
738
$77.3K 0.01%
3,000
739
$76.4K 0.01%
7,119
740
$76.1K 0.01%
2,049
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741
$76.1K 0.01%
751
742
$75.8K 0.01%
2,135
743
$75.7K 0.01%
76,047
+6,100
744
$75.6K 0.01%
658
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745
$75.6K 0.01%
+2,382
746
$75.3K 0.01%
13
747
$75K 0.01%
1,195
-89
748
$74.8K 0.01%
587
-31
749
$74.7K 0.01%
1,482
+207
750
$74.4K 0.01%
898
-48
28 29
30
31 32