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
1051
$26.2K ﹤0.01%
514
+414
1052
$26.1K ﹤0.01%
274
+5
1053
$26K ﹤0.01%
316
-87
1054
$26K ﹤0.01%
657
+309
1055
$25.7K ﹤0.01%
670
-63
1056
$25.7K ﹤0.01%
513
-16
1057
$25.4K ﹤0.01%
345
1058
$25.4K ﹤0.01%
172
+54
1059
$25.3K ﹤0.01%
165
-1
1060
$25.2K ﹤0.01%
175
+125
1061
$25.2K ﹤0.01%
+492
1062
$25.2K ﹤0.01%
1,032
1063
$25K ﹤0.01%
393
+147
1064
$24.9K ﹤0.01%
561
1065
$24.9K ﹤0.01%
650
1066
$24.9K ﹤0.01%
+834
1067
$24.7K ﹤0.01%
157
-15
1068
$24.6K ﹤0.01%
827
-136
1069
$24.6K ﹤0.01%
770
1070
$24.5K ﹤0.01%
521
+6
1071
$24.5K ﹤0.01%
500
1072
$24.5K ﹤0.01%
157
+9
1073
$24.4K ﹤0.01%
1,355
+300
1074
$24.2K ﹤0.01%
652
+170
1075
$24.2K ﹤0.01%
496
+1
41 42
43
44 45