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
1376
$8.93K ﹤0.01%
47
1377
$8.88K ﹤0.01%
400
1378
$8.87K ﹤0.01%
1,900
-155
1379
$8.8K ﹤0.01%
+6,906
1380
$8.77K ﹤0.01%
17
-1
1381
$8.68K ﹤0.01%
+90
1382
$8.61K ﹤0.01%
81
+5
1383
$8.56K ﹤0.01%
+281
1384
$8.56K ﹤0.01%
600
1385
$8.55K ﹤0.01%
69
-19
1386
$8.54K ﹤0.01%
211
1387
$8.41K ﹤0.01%
286
+8
1388
$8.38K ﹤0.01%
+206
1389
$8.37K ﹤0.01%
+167
1390
$8.3K ﹤0.01%
129
-92
1391
$8.3K ﹤0.01%
32
+1
1392
$8.24K ﹤0.01%
1,084
1393
$8.14K ﹤0.01%
213
+5
1394
$8.13K ﹤0.01%
226
1395
$8.12K ﹤0.01%
331
1396
$8.11K ﹤0.01%
400
-5
1397
$8.1K ﹤0.01%
47
-16
1398
$8.09K ﹤0.01%
181
1399
$8.05K ﹤0.01%
200
1400
$8.04K ﹤0.01%
40
-13
54 55
56
57 58