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
1801
$881 ﹤0.01%
6
-7
1802
$879 ﹤0.01%
+15
1803
$878 ﹤0.01%
11
1804
$876 ﹤0.01%
200
-500
1805
$869 ﹤0.01%
+100
1806
$866 ﹤0.01%
+5
1807
$865 ﹤0.01%
21
1808
$860 ﹤0.01%
3
-2
1809
$859 ﹤0.01%
18
1810
$858 ﹤0.01%
11
1811
$857 ﹤0.01%
11
1812
$850 ﹤0.01%
275
+163
1813
$841 ﹤0.01%
637
1814
$841 ﹤0.01%
5
1815
$841 ﹤0.01%
9
1816
$841 ﹤0.01%
6
1817
$836 ﹤0.01%
2
1818
$832 ﹤0.01%
+10
1819
$832 ﹤0.01%
17
1820
$831 ﹤0.01%
10
1821
$826 ﹤0.01%
18
1822
$822 ﹤0.01%
3
+2
1823
$821 ﹤0.01%
+20
1824
$821 ﹤0.01%
3
1825
$809 ﹤0.01%
9
71 72
73
74 75