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
851
$52.1K ﹤0.01%
940
-4
852
$52K ﹤0.01%
1,123
+237
853
$51.8K ﹤0.01%
6,858
+281
854
$51.3K ﹤0.01%
493
+104
855
$51.2K ﹤0.01%
2,149
-454
856
$50.9K ﹤0.01%
151
857
$50.7K ﹤0.01%
1,654
-268
858
$50.6K ﹤0.01%
368
+122
859
$50.2K ﹤0.01%
1,689
860
$50.1K ﹤0.01%
1,186
+6
861
$50.1K ﹤0.01%
950
+30
862
$49.3K ﹤0.01%
1,600
863
$49.3K ﹤0.01%
5,566
864
$49.2K ﹤0.01%
268
+1
865
$49.1K ﹤0.01%
633
866
$49K ﹤0.01%
1,548
867
$48.9K ﹤0.01%
551
-97
868
$48.4K ﹤0.01%
1,283
-125
869
$48.2K ﹤0.01%
1,303
+2
870
$48.1K ﹤0.01%
650
-350
871
$48K ﹤0.01%
61
+1
872
$48K ﹤0.01%
1,264
+51
873
$47.9K ﹤0.01%
2,170
-11,160
874
$47.9K ﹤0.01%
682
-34
875
$47.9K ﹤0.01%
1,635
33 34
35
36 37