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
126
$2.35M 0.17%
14,761
-407
127
$2.35M 0.17%
21,634
-486
128
$2.35M 0.17%
26,903
+997
129
$2.32M 0.17%
92,757
-224,662
130
$2.31M 0.17%
31,019
+3,705
131
$2.3M 0.17%
64,215
+10,859
132
$2.29M 0.17%
24,571
+554
133
$2.22M 0.16%
83,629
+3,898
134
$2.14M 0.15%
19,742
-180
135
$2.12M 0.15%
22,554
-2,946
136
$2.04M 0.15%
7,176
+916
137
$1.99M 0.14%
32,582
+386
138
$1.93M 0.14%
3,978
-1,181
139
$1.9M 0.14%
6,236
-106
140
$1.89M 0.14%
16,812
+2,457
141
$1.84M 0.13%
13,488
+1,718
142
$1.84M 0.13%
6,582
+473
143
$1.82M 0.13%
40,424
-81,470
144
$1.8M 0.13%
36,686
+2,056
145
$1.79M 0.13%
18,222
+1,209
146
$1.75M 0.13%
9,884
+516
147
$1.74M 0.13%
7,597
+2,309
148
$1.73M 0.12%
15,763
+2,703
149
$1.73M 0.12%
8,446
-115
150
$1.72M 0.12%
7,473
+271
4 5
6
7 8