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
1326
$10.6K ﹤0.01%
111
+1
1327
$10.6K ﹤0.01%
84
-1
1328
$10.6K ﹤0.01%
400
-2
1329
$10.5K ﹤0.01%
74
1330
$10.5K ﹤0.01%
253
1331
$10.5K ﹤0.01%
48
-22
1332
$10.5K ﹤0.01%
131
1333
$10.4K ﹤0.01%
160
-2,175
1334
$10.4K ﹤0.01%
442
-425
1335
$10.4K ﹤0.01%
33
1336
$10.3K ﹤0.01%
+350
1337
$10.3K ﹤0.01%
104
1338
$10.3K ﹤0.01%
200
+177
1339
$10.3K ﹤0.01%
74
-22
1340
$10.2K ﹤0.01%
244
+115
1341
$10.2K ﹤0.01%
135
-94
1342
$10.2K ﹤0.01%
148
-565
1343
$10.2K ﹤0.01%
2,777
1344
$10.2K ﹤0.01%
779
-425
1345
$10.1K ﹤0.01%
403
+2
1346
$10.1K ﹤0.01%
178
+15
1347
$10K ﹤0.01%
41
1348
$10K ﹤0.01%
300
1349
$9.98K ﹤0.01%
248
1350
$9.95K ﹤0.01%
151
-100
52 53
54
55 56