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
1026
$29.5K ﹤0.01%
1,197
+1,137
1027
$29.1K ﹤0.01%
225
-58
1028
$29.1K ﹤0.01%
734
-12
1029
$29K ﹤0.01%
1,250
+50
1030
$28.9K ﹤0.01%
543
1031
$28.9K ﹤0.01%
301
-10
1032
$28.8K ﹤0.01%
296
-24
1033
$28.8K ﹤0.01%
250
-8
1034
$28.8K ﹤0.01%
900
-600
1035
$28.8K ﹤0.01%
748
1036
$28.6K ﹤0.01%
1,200
1037
$28.6K ﹤0.01%
100
1038
$28.4K ﹤0.01%
283
-108
1039
$28.2K ﹤0.01%
+1,000
1040
$28.2K ﹤0.01%
2,000
1041
$28.1K ﹤0.01%
630
1042
$28.1K ﹤0.01%
475
-6
1043
$27.9K ﹤0.01%
759
1044
$27.6K ﹤0.01%
524
1045
$27.5K ﹤0.01%
1,000
1046
$27.3K ﹤0.01%
1,871
1047
$26.9K ﹤0.01%
994
1048
$26.5K ﹤0.01%
65
-1
1049
$26.4K ﹤0.01%
1,014
-8
1050
$26.3K ﹤0.01%
1,010
40 41
42
43 44