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
1726
$1.46K ﹤0.01%
+100
1727
$1.45K ﹤0.01%
11
-35
1728
$1.44K ﹤0.01%
23
-19
1729
$1.43K ﹤0.01%
6
+4
1730
$1.43K ﹤0.01%
1,500
1731
$1.43K ﹤0.01%
66
+6
1732
$1.43K ﹤0.01%
5
1733
$1.42K ﹤0.01%
40
1734
$1.39K ﹤0.01%
146
1735
$1.38K ﹤0.01%
6
1736
$1.38K ﹤0.01%
8
-20
1737
$1.37K ﹤0.01%
126
1738
$1.34K ﹤0.01%
85
+10
1739
$1.32K ﹤0.01%
7
+1
1740
$1.32K ﹤0.01%
+36
1741
$1.32K ﹤0.01%
8
1742
$1.31K ﹤0.01%
80
1743
$1.29K ﹤0.01%
4
1744
$1.27K ﹤0.01%
53
-43
1745
$1.25K ﹤0.01%
10
1746
$1.24K ﹤0.01%
52
1747
$1.23K ﹤0.01%
380
1748
$1.23K ﹤0.01%
32
+5
1749
$1.22K ﹤0.01%
23
1750
$1.22K ﹤0.01%
7
68 69
70
71 72