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
151
$1.72M 0.12%
24,268
+1,217
152
$1.7M 0.12%
27,185
-63
153
$1.68M 0.12%
55,490
+792
154
$1.66M 0.12%
37,897
-1,102
155
$1.65M 0.12%
67,613
+3,946
156
$1.61M 0.12%
17,729
+1,617
157
$1.6M 0.12%
52,168
+16,983
158
$1.54M 0.11%
35,490
-2,056
159
$1.51M 0.11%
67,517
+8,103
160
$1.51M 0.11%
51,140
+2,346
161
$1.47M 0.11%
9,984
162
$1.47M 0.11%
24,821
-190
163
$1.47M 0.11%
15,177
+136
164
$1.47M 0.11%
29,236
-103
165
$1.46M 0.11%
44,281
+755
166
$1.45M 0.1%
33,641
+30,283
167
$1.43M 0.1%
10,636
-512
168
$1.43M 0.1%
4,909
+116
169
$1.43M 0.1%
74,343
+359
170
$1.42M 0.1%
58,360
+17,128
171
$1.42M 0.1%
5,151
+190
172
$1.42M 0.1%
21,725
+3
173
$1.42M 0.1%
4,896
-32
174
$1.39M 0.1%
17,578
+1,482
175
$1.39M 0.1%
20,380
-275
5 6
7
8 9