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
1626
$2.84K ﹤0.01%
26
+1
1627
$2.82K ﹤0.01%
117
1628
$2.81K ﹤0.01%
79
1629
$2.81K ﹤0.01%
44
1630
$2.81K ﹤0.01%
22
-14
1631
$2.8K ﹤0.01%
101
1632
$2.78K ﹤0.01%
68
1633
$2.72K ﹤0.01%
88
1634
$2.67K ﹤0.01%
116
1635
$2.66K ﹤0.01%
29
-36
1636
$2.65K ﹤0.01%
167
1637
$2.65K ﹤0.01%
96
1638
$2.63K ﹤0.01%
51
-15
1639
$2.62K ﹤0.01%
72
-22
1640
$2.62K ﹤0.01%
124
1641
$2.6K ﹤0.01%
26
1642
$2.59K ﹤0.01%
14
+1
1643
$2.56K ﹤0.01%
63
-5
1644
$2.55K ﹤0.01%
122
1645
$2.52K ﹤0.01%
35
1646
$2.51K ﹤0.01%
14
+13
1647
$2.5K ﹤0.01%
1,200
1648
$2.49K ﹤0.01%
165
-181
1649
$2.47K ﹤0.01%
24
-24
1650
$2.47K ﹤0.01%
28
-9
64 65
66
67 68