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
801
$60.5K ﹤0.01%
1,100
802
$60.5K ﹤0.01%
118
-19
803
$60.4K ﹤0.01%
156
-1
804
$60.1K ﹤0.01%
569
-30
805
$60K ﹤0.01%
496
806
$59.9K ﹤0.01%
3,438
-30
807
$59.8K ﹤0.01%
1,214
808
$59.7K ﹤0.01%
13,604
+213
809
$59.6K ﹤0.01%
1,212
-162
810
$59.4K ﹤0.01%
1,690
811
$59.4K ﹤0.01%
723
+35
812
$59.3K ﹤0.01%
2,328
813
$59.2K ﹤0.01%
1,800
814
$59.1K ﹤0.01%
2,617
+703
815
$59K ﹤0.01%
487
+37
816
$58.6K ﹤0.01%
406
817
$58.4K ﹤0.01%
2,024
+9
818
$58.2K ﹤0.01%
1,144
-93
819
$57.5K ﹤0.01%
2,295
+397
820
$57.5K ﹤0.01%
356
+27
821
$57.4K ﹤0.01%
723
+88
822
$57.4K ﹤0.01%
843
+6
823
$57.1K ﹤0.01%
570
-62
824
$57K ﹤0.01%
1,640
+9
825
$56.8K ﹤0.01%
775
31 32
33
34 35