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
901
$44.4K ﹤0.01%
3,949
902
$44.4K ﹤0.01%
857
-65
903
$44.4K ﹤0.01%
1,600
904
$44.4K ﹤0.01%
1,741
+9
905
$44.3K ﹤0.01%
186
-21
906
$44.2K ﹤0.01%
224
-5
907
$43.8K ﹤0.01%
650
+25
908
$43.8K ﹤0.01%
201
+1
909
$43.7K ﹤0.01%
2,678
-709
910
$43.6K ﹤0.01%
3,000
+1,500
911
$43.5K ﹤0.01%
1,300
912
$43.4K ﹤0.01%
1,167
913
$43.3K ﹤0.01%
1,800
914
$43.3K ﹤0.01%
239
+3
915
$43K ﹤0.01%
1,600
916
$42.8K ﹤0.01%
873
-258
917
$42.7K ﹤0.01%
716
918
$42.7K ﹤0.01%
1,410
919
$42.5K ﹤0.01%
630
+7
920
$42.5K ﹤0.01%
866
921
$42.4K ﹤0.01%
+495
922
$42.2K ﹤0.01%
1,113
-4,561
923
$42.2K ﹤0.01%
668
924
$42K ﹤0.01%
1,135
925
$41.8K ﹤0.01%
839
35 36
37
38 39