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
1601
$3.26K ﹤0.01%
78
1602
$3.26K ﹤0.01%
34
-36
1603
$3.23K ﹤0.01%
80
1604
$3.14K ﹤0.01%
30
-735
1605
$3.12K ﹤0.01%
11
-10
1606
$3.12K ﹤0.01%
150
1607
$3.11K ﹤0.01%
64
1608
$3.1K ﹤0.01%
46
-5
1609
$3.07K ﹤0.01%
20
-20
1610
$3.06K ﹤0.01%
27
1611
$3.06K ﹤0.01%
131
1612
$3.06K ﹤0.01%
11
-4
1613
$3.04K ﹤0.01%
135
-75
1614
$3.04K ﹤0.01%
21
1615
$3.04K ﹤0.01%
13
-4
1616
$3.03K ﹤0.01%
30
-18
1617
$3.03K ﹤0.01%
56
+1
1618
$3.01K ﹤0.01%
33
1619
$2.96K ﹤0.01%
95
-17
1620
$2.95K ﹤0.01%
+34
1621
$2.93K ﹤0.01%
4
1622
$2.92K ﹤0.01%
75
1623
$2.9K ﹤0.01%
54
1624
$2.86K ﹤0.01%
+64
1625
$2.86K ﹤0.01%
+115
63 64
65
66 67