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
1126
$20.6K ﹤0.01%
500
-38
1127
$20.5K ﹤0.01%
1,350
1128
$20.4K ﹤0.01%
+125
1129
$20.3K ﹤0.01%
212
-24
1130
$20.3K ﹤0.01%
231
+1
1131
$20.3K ﹤0.01%
496
1132
$20.2K ﹤0.01%
169
+4
1133
$20.2K ﹤0.01%
75
-34
1134
$20.2K ﹤0.01%
430
1135
$20.2K ﹤0.01%
469
-26
1136
$20.1K ﹤0.01%
1,098
+515
1137
$20.1K ﹤0.01%
854
-5
1138
$20K ﹤0.01%
198
+28
1139
$20K ﹤0.01%
277
1140
$19.9K ﹤0.01%
352
1141
$19.9K ﹤0.01%
700
+200
1142
$19.9K ﹤0.01%
291
1143
$19.9K ﹤0.01%
208
1144
$19.8K ﹤0.01%
180
-32
1145
$19.8K ﹤0.01%
448
1146
$19.7K ﹤0.01%
1,018
+3
1147
$19.7K ﹤0.01%
131
1148
$19.7K ﹤0.01%
394
1149
$19.7K ﹤0.01%
131
-11
1150
$19.6K ﹤0.01%
832
-5
44 45
46
47 48