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
1076
$24.2K ﹤0.01%
465
+200
1077
$24.2K ﹤0.01%
230
-3
1078
$24.2K ﹤0.01%
178
1079
$24.1K ﹤0.01%
308
+5
1080
$24.1K ﹤0.01%
392
1081
$24.1K ﹤0.01%
725
1082
$24K ﹤0.01%
981
+288
1083
$24K ﹤0.01%
115
1084
$23.8K ﹤0.01%
827
+499
1085
$23.8K ﹤0.01%
615
-58
1086
$23.7K ﹤0.01%
1,079
-104
1087
$23.6K ﹤0.01%
111
1088
$23.6K ﹤0.01%
300
1089
$23.6K ﹤0.01%
500
1090
$23.5K ﹤0.01%
291
-17
1091
$23.5K ﹤0.01%
197
1092
$23.5K ﹤0.01%
258
+10
1093
$23.5K ﹤0.01%
468
1094
$23.4K ﹤0.01%
167
+5
1095
$23.4K ﹤0.01%
861
+5
1096
$23.3K ﹤0.01%
464
+3
1097
$23.2K ﹤0.01%
298
1098
$23.2K ﹤0.01%
175
1099
$23.2K ﹤0.01%
1,018
+559
1100
$23.1K ﹤0.01%
1,819
42 43
44
45 46