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
1501
$5.47K ﹤0.01%
75
1502
$5.46K ﹤0.01%
363
1503
$5.46K ﹤0.01%
72
1504
$5.44K ﹤0.01%
34
1505
$5.42K ﹤0.01%
185
-36
1506
$5.38K ﹤0.01%
40
-16
1507
$5.36K ﹤0.01%
100
1508
$5.35K ﹤0.01%
114
+2
1509
$5.33K ﹤0.01%
110
+1
1510
$5.32K ﹤0.01%
40
1511
$5.29K ﹤0.01%
+166
1512
$5.29K ﹤0.01%
+1,250
1513
$5.24K ﹤0.01%
249
1514
$5.24K ﹤0.01%
100
1515
$5.23K ﹤0.01%
112
1516
$5.21K ﹤0.01%
206
1517
$5.17K ﹤0.01%
104
+8
1518
$5.15K ﹤0.01%
176
1519
$5.15K ﹤0.01%
335
1520
$5.15K ﹤0.01%
74
+40
1521
$5.12K ﹤0.01%
72
1522
$5.1K ﹤0.01%
250
1523
$5.06K ﹤0.01%
58
1524
$5.05K ﹤0.01%
23
1525
$5.04K ﹤0.01%
38
-11
59 60
61
62 63