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
1176
$17.6K ﹤0.01%
89
-30
1177
$17.6K ﹤0.01%
178
-112
1178
$17.4K ﹤0.01%
435
+9
1179
$17.3K ﹤0.01%
436
-287
1180
$17.2K ﹤0.01%
1,230
1181
$17.2K ﹤0.01%
262
+1
1182
$17.2K ﹤0.01%
400
-5
1183
$17.2K ﹤0.01%
200
1184
$17.1K ﹤0.01%
500
1185
$16.9K ﹤0.01%
500
1186
$16.9K ﹤0.01%
616
1187
$16.9K ﹤0.01%
648
1188
$16.8K ﹤0.01%
125
+94
1189
$16.8K ﹤0.01%
117
1190
$16.7K ﹤0.01%
1,700
-300
1191
$16.7K ﹤0.01%
313
1192
$16.7K ﹤0.01%
46
1193
$16.6K ﹤0.01%
221
-53
1194
$16.6K ﹤0.01%
85
1195
$16.6K ﹤0.01%
96
-2
1196
$16.5K ﹤0.01%
67
1197
$16.5K ﹤0.01%
1,479
1198
$16.5K ﹤0.01%
293
+105
1199
$16.4K ﹤0.01%
80
+10
1200
$16.4K ﹤0.01%
381
46 47
48
49 50