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
1226
$14.6K ﹤0.01%
105
1227
$14.6K ﹤0.01%
160
+5
1228
$14.5K ﹤0.01%
109
-7
1229
$14.4K ﹤0.01%
934
+521
1230
$14.4K ﹤0.01%
705
-25
1231
$14.3K ﹤0.01%
485
1232
$14.3K ﹤0.01%
1,717
1233
$14.3K ﹤0.01%
118
-36
1234
$14.2K ﹤0.01%
283
1235
$14.2K ﹤0.01%
302
+3
1236
$14.2K ﹤0.01%
543
-243
1237
$14.1K ﹤0.01%
434
1238
$14.1K ﹤0.01%
+438
1239
$14K ﹤0.01%
600
1240
$14K ﹤0.01%
258
1241
$14K ﹤0.01%
200
1242
$14K ﹤0.01%
422
1243
$14K ﹤0.01%
315
-171
1244
$14K ﹤0.01%
7
1245
$14K ﹤0.01%
330
+1
1246
$13.9K ﹤0.01%
175
1247
$13.9K ﹤0.01%
57
-13
1248
$13.8K ﹤0.01%
467
+435
1249
$13.8K ﹤0.01%
500
1250
$13.8K ﹤0.01%
124
+10
48 49
50
51 52