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
826
$56.8K ﹤0.01%
135
827
$56.8K ﹤0.01%
2,030
-200
828
$56.5K ﹤0.01%
1,250
829
$56.4K ﹤0.01%
1,785
+13
830
$56.3K ﹤0.01%
900
831
$56.3K ﹤0.01%
1,011
+36
832
$56.2K ﹤0.01%
662
833
$56.1K ﹤0.01%
110
+19
834
$56K ﹤0.01%
1,000
835
$55.8K ﹤0.01%
+995
836
$55.2K ﹤0.01%
1,701
+18
837
$55.2K ﹤0.01%
2,932
-1
838
$54.4K ﹤0.01%
155
-14
839
$54.4K ﹤0.01%
164
-5
840
$54.3K ﹤0.01%
3,069
841
$54.3K ﹤0.01%
109
+1
842
$54.1K ﹤0.01%
450
843
$53.6K ﹤0.01%
758
844
$53.6K ﹤0.01%
2,296
-208
845
$53.3K ﹤0.01%
2,679
846
$53.1K ﹤0.01%
1,293
847
$53.1K ﹤0.01%
66
-43
848
$52.8K ﹤0.01%
198
+1
849
$52.8K ﹤0.01%
130
+9
850
$52.5K ﹤0.01%
175
32 33
34
35 36