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
976
$35.5K ﹤0.01%
171
-22
977
$35.4K ﹤0.01%
+1,110
978
$35.2K ﹤0.01%
370
-10
979
$34.9K ﹤0.01%
+1,437
980
$34.8K ﹤0.01%
467
+1
981
$34.6K ﹤0.01%
467
+56
982
$34.5K ﹤0.01%
154
-231
983
$34.2K ﹤0.01%
200
984
$34.2K ﹤0.01%
3,618
-502
985
$34.1K ﹤0.01%
815
-318
986
$34.1K ﹤0.01%
460
987
$34K ﹤0.01%
815
+524
988
$34K ﹤0.01%
1,616
-45
989
$34K ﹤0.01%
714
+24
990
$33.9K ﹤0.01%
1,000
991
$33.8K ﹤0.01%
1,025
-70
992
$33.8K ﹤0.01%
547
993
$33.8K ﹤0.01%
686
-43
994
$33.2K ﹤0.01%
93
-8
995
$33.1K ﹤0.01%
109
996
$33K ﹤0.01%
590
+305
997
$33K ﹤0.01%
892
+49
998
$32.9K ﹤0.01%
1,350
-32
999
$32.7K ﹤0.01%
473
-351
1000
$32.5K ﹤0.01%
690
+8
38 39
40
41 42