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
1526
$5.02K ﹤0.01%
145
+5
1527
$5.01K ﹤0.01%
9
-1
1528
$5K ﹤0.01%
56
+27
1529
$4.97K ﹤0.01%
1,135
1530
$4.96K ﹤0.01%
95
1531
$4.96K ﹤0.01%
25
-19
1532
$4.96K ﹤0.01%
19
+1
1533
$4.94K ﹤0.01%
466
+1
1534
$4.91K ﹤0.01%
72
1535
$4.86K ﹤0.01%
+26
1536
$4.83K ﹤0.01%
9
-9
1537
$4.82K ﹤0.01%
114
-8,224
1538
$4.8K ﹤0.01%
55
-140
1539
$4.78K ﹤0.01%
95
-151
1540
$4.76K ﹤0.01%
94
-71
1541
$4.72K ﹤0.01%
215
+1
1542
$4.71K ﹤0.01%
217
-997
1543
$4.65K ﹤0.01%
202
1544
$4.61K ﹤0.01%
20
1545
$4.61K ﹤0.01%
145
-54
1546
$4.56K ﹤0.01%
3
1547
$4.56K ﹤0.01%
115
-49
1548
$4.51K ﹤0.01%
112
1549
$4.51K ﹤0.01%
78
1550
$4.47K ﹤0.01%
34
-17
60 61
62
63 64