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
1276
$12.4K ﹤0.01%
100
-1
1277
$12.4K ﹤0.01%
505
1278
$12.3K ﹤0.01%
1,226
+1,021
1279
$12.3K ﹤0.01%
331
1280
$12.3K ﹤0.01%
43
1281
$12.3K ﹤0.01%
+232
1282
$12.3K ﹤0.01%
2,363
1283
$12.3K ﹤0.01%
292
1284
$12.2K ﹤0.01%
103
1285
$12.1K ﹤0.01%
250
1286
$12K ﹤0.01%
1,052
+8
1287
$12K ﹤0.01%
1,700
1288
$11.9K ﹤0.01%
313
1289
$11.9K ﹤0.01%
57
+2
1290
$11.9K ﹤0.01%
49
-12
1291
$11.9K ﹤0.01%
1,225
1292
$11.8K ﹤0.01%
261
1293
$11.8K ﹤0.01%
161
-51
1294
$11.8K ﹤0.01%
101
-1
1295
$11.7K ﹤0.01%
112
+107
1296
$11.7K ﹤0.01%
154
+1
1297
$11.7K ﹤0.01%
+772
1298
$11.7K ﹤0.01%
538
-104
1299
$11.6K ﹤0.01%
+355
1300
$11.6K ﹤0.01%
191
50 51
52
53 54