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
1401
$8.03K ﹤0.01%
88
1402
$8.02K ﹤0.01%
143
1403
$8.01K ﹤0.01%
188
+2
1404
$7.92K ﹤0.01%
186
+6
1405
$7.92K ﹤0.01%
120
-36
1406
$7.85K ﹤0.01%
25
-35
1407
$7.81K ﹤0.01%
299
1408
$7.79K ﹤0.01%
162
-52
1409
$7.75K ﹤0.01%
500
1410
$7.69K ﹤0.01%
+820
1411
$7.65K ﹤0.01%
171
-5
1412
$7.61K ﹤0.01%
183
1413
$7.61K ﹤0.01%
75
1414
$7.6K ﹤0.01%
130
1415
$7.57K ﹤0.01%
154
1416
$7.55K ﹤0.01%
64
-18
1417
$7.54K ﹤0.01%
642
1418
$7.53K ﹤0.01%
150
-17
1419
$7.52K ﹤0.01%
150
+10
1420
$7.49K ﹤0.01%
400
1421
$7.49K ﹤0.01%
204
+1
1422
$7.48K ﹤0.01%
39
1423
$7.42K ﹤0.01%
150
1424
$7.38K ﹤0.01%
203
+3
1425
$7.31K ﹤0.01%
85
+7
55 56
57
58 59