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
1251
$13.7K ﹤0.01%
300
1252
$13.7K ﹤0.01%
113
-12
1253
$13.7K ﹤0.01%
500
1254
$13.7K ﹤0.01%
125
1255
$13.5K ﹤0.01%
1,154
1256
$13.5K ﹤0.01%
705
1257
$13.4K ﹤0.01%
100
1258
$13.4K ﹤0.01%
150
-5
1259
$13.4K ﹤0.01%
58
1260
$13.3K ﹤0.01%
251
+1
1261
$13.3K ﹤0.01%
187
1262
$13.3K ﹤0.01%
161
-28
1263
$13.3K ﹤0.01%
484
+2
1264
$13.3K ﹤0.01%
155
-27
1265
$13.2K ﹤0.01%
255
1266
$13.2K ﹤0.01%
1,473
1267
$13.2K ﹤0.01%
147
+1
1268
$13.2K ﹤0.01%
503
-36
1269
$13K ﹤0.01%
320
1270
$13K ﹤0.01%
1,249
-258
1271
$12.9K ﹤0.01%
131
-886
1272
$12.7K ﹤0.01%
84
1273
$12.6K ﹤0.01%
465
1274
$12.5K ﹤0.01%
700
1275
$12.5K ﹤0.01%
69
49 50
51
52 53