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
1201
$16.3K ﹤0.01%
420
-1
1202
$16.3K ﹤0.01%
543
1203
$16.3K ﹤0.01%
349
-171
1204
$16.3K ﹤0.01%
500
1205
$16.3K ﹤0.01%
1,375
+313
1206
$16.2K ﹤0.01%
36
1207
$16.1K ﹤0.01%
179
+7
1208
$16K ﹤0.01%
140
-19
1209
$15.9K ﹤0.01%
39
-9
1210
$15.7K ﹤0.01%
32
-8
1211
$15.7K ﹤0.01%
505
1212
$15.4K ﹤0.01%
+132
1213
$15.4K ﹤0.01%
700
1214
$15.4K ﹤0.01%
700
-100
1215
$15.2K ﹤0.01%
198
-58
1216
$15.2K ﹤0.01%
240
+2
1217
$15.1K ﹤0.01%
430
+4
1218
$15K ﹤0.01%
177
+1
1219
$15K ﹤0.01%
378
-138
1220
$14.8K ﹤0.01%
143
-38
1221
$14.8K ﹤0.01%
135
1222
$14.8K ﹤0.01%
161
+3
1223
$14.8K ﹤0.01%
28
-33
1224
$14.7K ﹤0.01%
1,000
1225
$14.6K ﹤0.01%
47
-21
47 48
49
50 51