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
1651
$2.46K ﹤0.01%
54
1652
$2.45K ﹤0.01%
25
1653
$2.44K ﹤0.01%
+50
1654
$2.42K ﹤0.01%
100
1655
$2.38K ﹤0.01%
95
1656
$2.36K ﹤0.01%
+106
1657
$2.35K ﹤0.01%
2
-3
1658
$2.32K ﹤0.01%
50
-48
1659
$2.32K ﹤0.01%
37
+32
1660
$2.31K ﹤0.01%
50
-122
1661
$2.31K ﹤0.01%
50
1662
$2.3K ﹤0.01%
92
1663
$2.29K ﹤0.01%
256
+15
1664
$2.28K ﹤0.01%
104
-79
1665
$2.27K ﹤0.01%
42
1666
$2.25K ﹤0.01%
118
+7
1667
$2.21K ﹤0.01%
9
+4
1668
$2.21K ﹤0.01%
4
-4
1669
$2.19K ﹤0.01%
3
-4
1670
$2.19K ﹤0.01%
17
+4
1671
$2.19K ﹤0.01%
100
1672
$2.19K ﹤0.01%
+100
1673
$2.18K ﹤0.01%
85
+1
1674
$2.16K ﹤0.01%
8
1675
$2.14K ﹤0.01%
27
-26
65 66
67
68 69