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
76
$4.25M 0.31%
10,942
+23
77
$4.13M 0.3%
129,935
+1,590
78
$4.05M 0.29%
85,074
+2,872
79
$3.97M 0.29%
54,652
-21,814
80
$3.96M 0.29%
37,917
-4,804
81
$3.89M 0.28%
62,057
+4,115
82
$3.88M 0.28%
38,438
+5,506
83
$3.87M 0.28%
218,805
-3,322
84
$3.79M 0.27%
54,377
+164
85
$3.76M 0.27%
75,996
-1,175
86
$3.74M 0.27%
24,455
-2,286
87
$3.7M 0.27%
104,824
+4,912
88
$3.55M 0.26%
20,133
+617
89
$3.52M 0.25%
26,172
-445
90
$3.51M 0.25%
11,047
+954
91
$3.51M 0.25%
127,618
+125,390
92
$3.42M 0.25%
12,219
+541
93
$3.36M 0.24%
88,765
-132,795
94
$3.34M 0.24%
53,159
+3,351
95
$3.33M 0.24%
39,117
+2,070
96
$3.27M 0.24%
66,757
-78
97
$3.27M 0.24%
22,828
+742
98
$3.26M 0.23%
17,948
+2,365
99
$3.23M 0.23%
29,970
-360,056
100
$3.16M 0.23%
69,910
+7,465
2 3
4
5 6