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
1451
$6.65K ﹤0.01%
1,046
1452
$6.59K ﹤0.01%
95
+10
1453
$6.55K ﹤0.01%
38
+7
1454
$6.54K ﹤0.01%
885
1455
$6.5K ﹤0.01%
66
+1
1456
$6.46K ﹤0.01%
+90
1457
$6.44K ﹤0.01%
181
-29
1458
$6.42K ﹤0.01%
27
1459
$6.41K ﹤0.01%
94
+1
1460
$6.39K ﹤0.01%
44
-24
1461
$6.38K ﹤0.01%
97
1462
$6.35K ﹤0.01%
227
-88
1463
$6.34K ﹤0.01%
150
1464
$6.26K ﹤0.01%
14
-9
1465
$6.25K ﹤0.01%
19
-5
1466
$6.25K ﹤0.01%
+228
1467
$6.23K ﹤0.01%
156
1468
$6.21K ﹤0.01%
+197
1469
$6.21K ﹤0.01%
62
+2
1470
$6.19K ﹤0.01%
35
-4
1471
$6.14K ﹤0.01%
+91
1472
$6.12K ﹤0.01%
51
-85
1473
$6.12K ﹤0.01%
39
-1
1474
$6.11K ﹤0.01%
128
1475
$6.11K ﹤0.01%
82
-27
57 58
59
60 61