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
1776
$1.04K ﹤0.01%
147
1777
$1.04K ﹤0.01%
+100
1778
$1.03K ﹤0.01%
100
1779
$1.02K ﹤0.01%
7
1780
$1.01K ﹤0.01%
46
1781
$1.01K ﹤0.01%
+9
1782
$1.01K ﹤0.01%
286
1783
$999 ﹤0.01%
209
1784
$991 ﹤0.01%
12
1785
$958 ﹤0.01%
5
1786
$929 ﹤0.01%
+3
1787
$926 ﹤0.01%
4
-3
1788
$923 ﹤0.01%
27
1789
$922 ﹤0.01%
16
1790
$919 ﹤0.01%
33
1791
$912 ﹤0.01%
6
-7
1792
$906 ﹤0.01%
5
1793
$905 ﹤0.01%
5
1794
$902 ﹤0.01%
18
1795
$900 ﹤0.01%
5
-20
1796
$899 ﹤0.01%
30
+25
1797
$896 ﹤0.01%
14
-9
1798
$896 ﹤0.01%
375
1799
$892 ﹤0.01%
+20
1800
$891 ﹤0.01%
9
70 71
72
73 74