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
751
$74.2K 0.01%
20
752
$73.9K 0.01%
3,228
+38
753
$72.9K 0.01%
97
-1
754
$72.8K 0.01%
307
+1
755
$72.7K 0.01%
2,930
+858
756
$72.4K 0.01%
431
+165
757
$72.1K 0.01%
1,638
+34
758
$71.8K 0.01%
2,246
+2
759
$71.6K 0.01%
5,925
+153
760
$71.6K 0.01%
1,591
761
$70.8K 0.01%
1,006
+11
762
$70.7K 0.01%
1,559
-216
763
$70.4K 0.01%
2,648
+143
764
$70.3K 0.01%
8,140
+6,446
765
$70K 0.01%
394
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766
$70K 0.01%
3,000
767
$69.6K 0.01%
1,778
-324
768
$69.5K 0.01%
695
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769
$69.4K 0.01%
3,253
+2,566
770
$68.3K ﹤0.01%
2,842
+2,218
771
$68.1K ﹤0.01%
1,759
772
$68K ﹤0.01%
483
-51
773
$68K ﹤0.01%
231
774
$68K ﹤0.01%
2,421
+7
775
$67.5K ﹤0.01%
167
-3
29 30
31
32 33