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
1351
$9.83K ﹤0.01%
187
+3
1352
$9.78K ﹤0.01%
+8,500
1353
$9.74K ﹤0.01%
200
1354
$9.68K ﹤0.01%
384
-343
1355
$9.56K ﹤0.01%
87
1356
$9.56K ﹤0.01%
400
1357
$9.53K ﹤0.01%
20
1358
$9.51K ﹤0.01%
277
1359
$9.45K ﹤0.01%
56
1360
$9.41K ﹤0.01%
506
-13
1361
$9.31K ﹤0.01%
151
1362
$9.23K ﹤0.01%
90
1363
$9.23K ﹤0.01%
59
-25
1364
$9.22K ﹤0.01%
533
1365
$9.21K ﹤0.01%
115
-30
1366
$9.2K ﹤0.01%
158
-5
1367
$9.18K ﹤0.01%
1,106
1368
$9.15K ﹤0.01%
57
+22
1369
$9.14K ﹤0.01%
45
-1
1370
$9.05K ﹤0.01%
82
-28
1371
$9.02K ﹤0.01%
+262
1372
$9K ﹤0.01%
200
1373
$9K ﹤0.01%
71
-20
1374
$9K ﹤0.01%
35
1375
$8.99K ﹤0.01%
412
53 54
55
56 57