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
1301
$11.5K ﹤0.01%
21
1302
$11.5K ﹤0.01%
306
-46
1303
$11.4K ﹤0.01%
101
-37
1304
$11.3K ﹤0.01%
434
1305
$11.3K ﹤0.01%
824
+11
1306
$11.3K ﹤0.01%
280
1307
$11.3K ﹤0.01%
2,649
1308
$11.2K ﹤0.01%
1,374
1309
$11.2K ﹤0.01%
251
+34
1310
$11.2K ﹤0.01%
329
+2
1311
$11.2K ﹤0.01%
530
+455
1312
$11.2K ﹤0.01%
219
1313
$11.1K ﹤0.01%
+382
1314
$11.1K ﹤0.01%
897
1315
$11K ﹤0.01%
228
-27
1316
$11K ﹤0.01%
178
1317
$11K ﹤0.01%
488
-126
1318
$11K ﹤0.01%
284
+4
1319
$10.8K ﹤0.01%
147
-32
1320
$10.8K ﹤0.01%
208
1321
$10.8K ﹤0.01%
134
-10
1322
$10.8K ﹤0.01%
110
1323
$10.7K ﹤0.01%
36
1324
$10.7K ﹤0.01%
+321
1325
$10.7K ﹤0.01%
20
51 52
53
54 55