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
951
$38.2K ﹤0.01%
1,531
-30
952
$38.1K ﹤0.01%
1,435
953
$38K ﹤0.01%
1,500
954
$37.9K ﹤0.01%
894
955
$37.8K ﹤0.01%
531
+51
956
$37.7K ﹤0.01%
343
-270
957
$37.6K ﹤0.01%
600
958
$37.5K ﹤0.01%
126
959
$37.4K ﹤0.01%
750
960
$37.3K ﹤0.01%
1,758
961
$36.9K ﹤0.01%
177
+5
962
$36.8K ﹤0.01%
705
-237
963
$36.7K ﹤0.01%
10,000
964
$36.6K ﹤0.01%
398
+38
965
$36.5K ﹤0.01%
756
+521
966
$36.5K ﹤0.01%
363
+4
967
$36.5K ﹤0.01%
165
968
$36.4K ﹤0.01%
6,000
-3,500
969
$36.4K ﹤0.01%
236
970
$36.2K ﹤0.01%
640
-140
971
$36.2K ﹤0.01%
138
+110
972
$36.1K ﹤0.01%
487
+440
973
$36.1K ﹤0.01%
900
974
$36K ﹤0.01%
2,811
975
$35.8K ﹤0.01%
356
+2
37 38
39
40 41