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
1001
$32.4K ﹤0.01%
1,130
-68
1002
$32.2K ﹤0.01%
1,505
1003
$31.9K ﹤0.01%
599
+11
1004
$31.8K ﹤0.01%
2,000
1005
$31.6K ﹤0.01%
1,130
+1,026
1006
$31.5K ﹤0.01%
780
1007
$31.4K ﹤0.01%
1,230
-621
1008
$31.2K ﹤0.01%
626
1009
$31.2K ﹤0.01%
+459
1010
$31.1K ﹤0.01%
303
+98
1011
$31.1K ﹤0.01%
101
-11
1012
$31.1K ﹤0.01%
339
1013
$31K ﹤0.01%
618
+4
1014
$30.6K ﹤0.01%
477
1015
$30.3K ﹤0.01%
509
-305
1016
$30K ﹤0.01%
347
+97
1017
$29.9K ﹤0.01%
922
+6
1018
$29.9K ﹤0.01%
9,405
+379
1019
$29.8K ﹤0.01%
600
1020
$29.8K ﹤0.01%
984
+619
1021
$29.8K ﹤0.01%
593
-87
1022
$29.7K ﹤0.01%
300
1023
$29.7K ﹤0.01%
2,249
+42
1024
$29.6K ﹤0.01%
4,100
-5,000
1025
$29.5K ﹤0.01%
+700
39 40
41
42 43