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
101
$3.15M 0.23%
76,047
+2,798
102
$3.09M 0.22%
48,322
+2,735
103
$3.08M 0.22%
15,801
+2,153
104
$3.05M 0.22%
16,666
-180
105
$3.05M 0.22%
153,654
+2,960
106
$2.98M 0.21%
10,692
+8,874
107
$2.95M 0.21%
+22,990
108
$2.87M 0.21%
26,065
-3,049
109
$2.87M 0.21%
129,810
-3,045
110
$2.83M 0.2%
71,112
+8,694
111
$2.83M 0.2%
40,017
-1,473
112
$2.81M 0.2%
11,310
+2,584
113
$2.73M 0.2%
11,522
+624
114
$2.64M 0.19%
103,217
+40,887
115
$2.62M 0.19%
4,217
-15
116
$2.59M 0.19%
21,931
-557
117
$2.56M 0.18%
22,404
+11,367
118
$2.56M 0.18%
55,411
-16,113
119
$2.55M 0.18%
23,245
+22,940
120
$2.51M 0.18%
44,388
+3,114
121
$2.51M 0.18%
19,506
+8,405
122
$2.45M 0.18%
91,740
+89,340
123
$2.41M 0.17%
47,548
+4,987
124
$2.4M 0.17%
82,971
+46,128
125
$2.38M 0.17%
2,409
+1,171
3 4
5
6 7