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
1676
$2.14K ﹤0.01%
32
+20
1677
$2.12K ﹤0.01%
115
1678
$2.12K ﹤0.01%
78
1679
$2.11K ﹤0.01%
97
1680
$2.09K ﹤0.01%
+25
1681
$2.08K ﹤0.01%
63
+1
1682
$2.06K ﹤0.01%
30
1683
$2.04K ﹤0.01%
249
1684
$2.03K ﹤0.01%
6
+4
1685
$1.95K ﹤0.01%
+19
1686
$1.94K ﹤0.01%
80
1687
$1.94K ﹤0.01%
53
1688
$1.92K ﹤0.01%
17
1689
$1.92K ﹤0.01%
20
1690
$1.91K ﹤0.01%
34
-11
1691
$1.9K ﹤0.01%
13
1692
$1.9K ﹤0.01%
121
-787
1693
$1.89K ﹤0.01%
20
-22
1694
$1.86K ﹤0.01%
25
-1
1695
$1.84K ﹤0.01%
90
1696
$1.82K ﹤0.01%
38
-26
1697
$1.81K ﹤0.01%
105
1698
$1.8K ﹤0.01%
28
-31
1699
$1.8K ﹤0.01%
97
1700
$1.79K ﹤0.01%
18
+13
66 67
68
69 70