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
1426
$7.29K ﹤0.01%
332
+7
1427
$7.24K ﹤0.01%
139
1428
$7.18K ﹤0.01%
1,144
1429
$7.17K ﹤0.01%
233
1430
$7.15K ﹤0.01%
+200
1431
$7.15K ﹤0.01%
606
+2
1432
$7.13K ﹤0.01%
197
1433
$7.07K ﹤0.01%
88
-25
1434
$7.06K ﹤0.01%
291
1435
$7.05K ﹤0.01%
100
+75
1436
$7.03K ﹤0.01%
82
1437
$7.01K ﹤0.01%
+63
1438
$6.98K ﹤0.01%
21
+2
1439
$6.96K ﹤0.01%
1,315
1440
$6.91K ﹤0.01%
101
1441
$6.9K ﹤0.01%
174
1442
$6.89K ﹤0.01%
104
1443
$6.79K ﹤0.01%
666
1444
$6.78K ﹤0.01%
140
1445
$6.78K ﹤0.01%
50
1446
$6.76K ﹤0.01%
129
+1
1447
$6.75K ﹤0.01%
220
+6
1448
$6.69K ﹤0.01%
646
1449
$6.68K ﹤0.01%
15
1450
$6.66K ﹤0.01%
13
-4
56 57
58
59 60