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
1151
$19.6K ﹤0.01%
336
1152
$19.6K ﹤0.01%
425
+355
1153
$19.5K ﹤0.01%
1,200
1154
$19.5K ﹤0.01%
1,501
1155
$19.5K ﹤0.01%
185
-49
1156
$19.1K ﹤0.01%
800
1157
$19.1K ﹤0.01%
800
1158
$19K ﹤0.01%
270
-104
1159
$19K ﹤0.01%
+738
1160
$18.9K ﹤0.01%
828
+11
1161
$18.8K ﹤0.01%
617
+6
1162
$18.6K ﹤0.01%
442
1163
$18.6K ﹤0.01%
72
-24
1164
$18.5K ﹤0.01%
56
-11
1165
$18.5K ﹤0.01%
+751
1166
$18.4K ﹤0.01%
400
-200
1167
$18.4K ﹤0.01%
1,458
1168
$18.4K ﹤0.01%
472
1169
$18.3K ﹤0.01%
66
+3
1170
$18.2K ﹤0.01%
1,611
1171
$18.2K ﹤0.01%
400
1172
$18.1K ﹤0.01%
394
-445
1173
$18.1K ﹤0.01%
283
1174
$17.9K ﹤0.01%
41
+13
1175
$17.9K ﹤0.01%
216
45 46
47
48 49