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
1551
$4.42K ﹤0.01%
36
1552
$4.33K ﹤0.01%
78
-37
1553
$4.32K ﹤0.01%
253
-59
1554
$4.23K ﹤0.01%
189
1555
$4.22K ﹤0.01%
25
+2
1556
$4.2K ﹤0.01%
86
1557
$4.17K ﹤0.01%
125
1558
$4.17K ﹤0.01%
+92
1559
$4.16K ﹤0.01%
+11
1560
$4.11K ﹤0.01%
85
+1
1561
$4.11K ﹤0.01%
17
-39
1562
$4.04K ﹤0.01%
128
1563
$4.03K ﹤0.01%
475
+28
1564
$4.01K ﹤0.01%
99
1565
$3.99K ﹤0.01%
3,000
1566
$3.97K ﹤0.01%
400
1567
$3.96K ﹤0.01%
137
-113
1568
$3.94K ﹤0.01%
54
1569
$3.94K ﹤0.01%
20
1570
$3.89K ﹤0.01%
79
1571
$3.89K ﹤0.01%
21
1572
$3.89K ﹤0.01%
196
1573
$3.86K ﹤0.01%
80
-5
1574
$3.82K ﹤0.01%
200
1575
$3.81K ﹤0.01%
69
-73
61 62
63
64 65