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
1751
$1.21K ﹤0.01%
+56
1752
$1.21K ﹤0.01%
18
-19
1753
$1.21K ﹤0.01%
27
+14
1754
$1.21K ﹤0.01%
20
1755
$1.21K ﹤0.01%
15
+10
1756
$1.17K ﹤0.01%
37
-29
1757
$1.17K ﹤0.01%
40
-50
1758
$1.16K ﹤0.01%
5
+1
1759
$1.16K ﹤0.01%
56
1760
$1.16K ﹤0.01%
40
+1
1761
$1.14K ﹤0.01%
21
-9
1762
$1.14K ﹤0.01%
10
1763
$1.13K ﹤0.01%
20
1764
$1.12K ﹤0.01%
+5
1765
$1.12K ﹤0.01%
48
1766
$1.12K ﹤0.01%
79
-175
1767
$1.11K ﹤0.01%
17
1768
$1.11K ﹤0.01%
9
1769
$1.1K ﹤0.01%
30
1770
$1.1K ﹤0.01%
4
1771
$1.07K ﹤0.01%
18
-57
1772
$1.06K ﹤0.01%
14
1773
$1.06K ﹤0.01%
3
1774
$1.06K ﹤0.01%
100
+1
1775
$1.05K ﹤0.01%
26
69 70
71
72 73