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
1576
$3.77K ﹤0.01%
75
1577
$3.75K ﹤0.01%
45
+1
1578
$3.73K ﹤0.01%
101
1579
$3.67K ﹤0.01%
100
1580
$3.62K ﹤0.01%
69
-68
1581
$3.6K ﹤0.01%
1,050
+100
1582
$3.59K ﹤0.01%
101
+6
1583
$3.57K ﹤0.01%
+148
1584
$3.54K ﹤0.01%
24
1585
$3.52K ﹤0.01%
52
1586
$3.52K ﹤0.01%
37
1587
$3.51K ﹤0.01%
142
1588
$3.5K ﹤0.01%
96
1589
$3.46K ﹤0.01%
13
-14
1590
$3.42K ﹤0.01%
100
1591
$3.4K ﹤0.01%
900
1592
$3.4K ﹤0.01%
14
+12
1593
$3.38K ﹤0.01%
46
1594
$3.36K ﹤0.01%
156
1595
$3.34K ﹤0.01%
95
1596
$3.34K ﹤0.01%
19
-21
1597
$3.33K ﹤0.01%
152
1598
$3.31K ﹤0.01%
101
1599
$3.29K ﹤0.01%
46
1600
$3.27K ﹤0.01%
107
+1
62 63
64
65 66