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
776
$66.8K ﹤0.01%
2,375
-667
777
$66.5K ﹤0.01%
3,555
778
$66.4K ﹤0.01%
369
+1
779
$66.3K ﹤0.01%
190
+160
780
$65.7K ﹤0.01%
211
781
$65.7K ﹤0.01%
3,102
782
$65K ﹤0.01%
750
-100
783
$64.9K ﹤0.01%
1,260
784
$64.2K ﹤0.01%
1,329
-270
785
$64K ﹤0.01%
145
786
$64K ﹤0.01%
2,822
787
$63.7K ﹤0.01%
405
788
$63.6K ﹤0.01%
994
-181
789
$63.3K ﹤0.01%
5,525
-32
790
$62.6K ﹤0.01%
1,500
791
$62.3K ﹤0.01%
3,400
792
$62.2K ﹤0.01%
3,236
+3,187
793
$62K ﹤0.01%
308
-69
794
$61.7K ﹤0.01%
104
795
$61.3K ﹤0.01%
1,938
796
$61.3K ﹤0.01%
1,100
797
$61.2K ﹤0.01%
523
-29
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$61.1K ﹤0.01%
1,528
-51
799
$60.9K ﹤0.01%
68
-2
800
$60.6K ﹤0.01%
325
-9
30 31
32
33 34