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
1701
$1.79K ﹤0.01%
52
-3,032
1702
$1.79K ﹤0.01%
100
1703
$1.77K ﹤0.01%
62
-5
1704
$1.74K ﹤0.01%
25
1705
$1.73K ﹤0.01%
50
1706
$1.72K ﹤0.01%
28
-20
1707
$1.71K ﹤0.01%
39
1708
$1.7K ﹤0.01%
+70
1709
$1.63K ﹤0.01%
8
+1
1710
$1.62K ﹤0.01%
+21
1711
$1.61K ﹤0.01%
22
+1
1712
$1.61K ﹤0.01%
55
1713
$1.6K ﹤0.01%
18
1714
$1.57K ﹤0.01%
25
-266
1715
$1.56K ﹤0.01%
38
1716
$1.53K ﹤0.01%
300
1717
$1.51K ﹤0.01%
22
1718
$1.51K ﹤0.01%
+10
1719
$1.51K ﹤0.01%
50
1720
$1.49K ﹤0.01%
46
+22
1721
$1.49K ﹤0.01%
+22
1722
$1.48K ﹤0.01%
9
-31
1723
$1.48K ﹤0.01%
+20
1724
$1.47K ﹤0.01%
1,100
1725
$1.47K ﹤0.01%
+27
67 68
69
70 71