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
1476
$6.11K ﹤0.01%
291
-239
1477
$6.1K ﹤0.01%
465
+4
1478
$6.09K ﹤0.01%
83
1479
$6.08K ﹤0.01%
273
1480
$6.07K ﹤0.01%
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1481
$6.05K ﹤0.01%
168
1482
$6.05K ﹤0.01%
21
1483
$6.02K ﹤0.01%
100
+1
1484
$5.89K ﹤0.01%
513
1485
$5.87K ﹤0.01%
+200
1486
$5.87K ﹤0.01%
107
+36
1487
$5.86K ﹤0.01%
52
1488
$5.85K ﹤0.01%
53
1489
$5.85K ﹤0.01%
64
-1,934
1490
$5.83K ﹤0.01%
452
1491
$5.82K ﹤0.01%
169
1492
$5.76K ﹤0.01%
57
1493
$5.71K ﹤0.01%
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1494
$5.6K ﹤0.01%
+214
1495
$5.59K ﹤0.01%
216
-72
1496
$5.58K ﹤0.01%
126
-5
1497
$5.58K ﹤0.01%
100
1498
$5.56K ﹤0.01%
50
1499
$5.54K ﹤0.01%
231
1500
$5.49K ﹤0.01%
90
58 59
60
61 62