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
1101
$23.1K ﹤0.01%
1,666
1102
$23K ﹤0.01%
315
1103
$23K ﹤0.01%
357
1104
$22.9K ﹤0.01%
800
1105
$22.8K ﹤0.01%
2,000
1106
$22.6K ﹤0.01%
280
-214
1107
$22.5K ﹤0.01%
630
1108
$22.5K ﹤0.01%
84
-11
1109
$22.3K ﹤0.01%
618
+8
1110
$22.2K ﹤0.01%
560
+10
1111
$22.1K ﹤0.01%
1,069
-491
1112
$22K ﹤0.01%
500
1113
$22K ﹤0.01%
915
-2,134
1114
$21.6K ﹤0.01%
218
+1
1115
$21.6K ﹤0.01%
382
+169
1116
$21.5K ﹤0.01%
834
+616
1117
$21.5K ﹤0.01%
308
+9
1118
$21.3K ﹤0.01%
810
1119
$21.3K ﹤0.01%
600
1120
$21.1K ﹤0.01%
143
-43
1121
$21.1K ﹤0.01%
+881
1122
$20.9K ﹤0.01%
285
+10
1123
$20.8K ﹤0.01%
1,018
+604
1124
$20.8K ﹤0.01%
871
+54
1125
$20.8K ﹤0.01%
693
-5
43 44
45
46 47