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
876
$47.6K ﹤0.01%
481
877
$47.6K ﹤0.01%
45
-2
878
$47.3K ﹤0.01%
440
+94
879
$47.2K ﹤0.01%
+743
880
$47K ﹤0.01%
2,522
881
$46.8K ﹤0.01%
500
-275
882
$46.7K ﹤0.01%
1,126
883
$46.6K ﹤0.01%
666
884
$46.5K ﹤0.01%
653
+4
885
$46.4K ﹤0.01%
+2,000
886
$46.4K ﹤0.01%
922
-178
887
$46.2K ﹤0.01%
407
-430
888
$46.1K ﹤0.01%
1,049
-331
889
$46.1K ﹤0.01%
265
890
$46.1K ﹤0.01%
1,020
891
$45.9K ﹤0.01%
1,292
+1,286
892
$45.2K ﹤0.01%
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-27
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$45.2K ﹤0.01%
1,000
894
$44.9K ﹤0.01%
1,500
-52
895
$44.9K ﹤0.01%
1,411
+547
896
$44.8K ﹤0.01%
1,363
-120
897
$44.8K ﹤0.01%
1,818
+1,218
898
$44.8K ﹤0.01%
4,605
899
$44.8K ﹤0.01%
2,164
+23
900
$44.5K ﹤0.01%
851
+9
34 35
36
37 38