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
1826
$800 ﹤0.01%
+23
1827
$798 ﹤0.01%
32
-5
1828
$796 ﹤0.01%
5
-6
1829
$795 ﹤0.01%
+1
1830
$787 ﹤0.01%
28
-36
1831
$780 ﹤0.01%
21
1832
$779 ﹤0.01%
33
+1
1833
$776 ﹤0.01%
12
1834
$774 ﹤0.01%
45
1835
$770 ﹤0.01%
3
-18
1836
$766 ﹤0.01%
18
1837
$762 ﹤0.01%
17
1838
$760 ﹤0.01%
48
+1
1839
$753 ﹤0.01%
13
-7
1840
$747 ﹤0.01%
6
1841
$737 ﹤0.01%
44
1842
$735 ﹤0.01%
9
-15
1843
$733 ﹤0.01%
12
-14
1844
$732 ﹤0.01%
3
1845
$729 ﹤0.01%
33
1846
$727 ﹤0.01%
+27
1847
$725 ﹤0.01%
+11
1848
$725 ﹤0.01%
23
+5
1849
$721 ﹤0.01%
7
1850
$720 ﹤0.01%
23
72 73
74
75 76