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
926
$41.7K ﹤0.01%
1,945
-65
927
$41.5K ﹤0.01%
1,163
928
$41.3K ﹤0.01%
1,000
929
$41.2K ﹤0.01%
800
-5
930
$41.1K ﹤0.01%
1,432
+380
931
$40.7K ﹤0.01%
15,200
932
$40.6K ﹤0.01%
597
-720
933
$40.5K ﹤0.01%
868
934
$40.4K ﹤0.01%
210
935
$40.3K ﹤0.01%
1,625
+18
936
$40.1K ﹤0.01%
736
937
$40.1K ﹤0.01%
1,247
938
$39.9K ﹤0.01%
643
-49
939
$39.7K ﹤0.01%
951
940
$39.6K ﹤0.01%
1,087
941
$39.4K ﹤0.01%
367
-28
942
$39K ﹤0.01%
1,200
943
$38.9K ﹤0.01%
513
-49
944
$38.7K ﹤0.01%
1,852
945
$38.7K ﹤0.01%
313
-17
946
$38.7K ﹤0.01%
1,536
-142
947
$38.7K ﹤0.01%
356
948
$38.6K ﹤0.01%
599
949
$38.5K ﹤0.01%
3,287
+53
950
$38.4K ﹤0.01%
600
36 37
38
39 40