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
1851
$708 ﹤0.01%
400
1852
$700 ﹤0.01%
2
-2
1853
$693 ﹤0.01%
10
1854
$693 ﹤0.01%
65
-137
1855
$692 ﹤0.01%
12
-2
1856
$682 ﹤0.01%
15
1857
$679 ﹤0.01%
4
1858
$676 ﹤0.01%
17
1859
$674 ﹤0.01%
65
1860
$673 ﹤0.01%
+14
1861
$662 ﹤0.01%
24
-5
1862
$646 ﹤0.01%
8
+5
1863
$646 ﹤0.01%
+15
1864
$644 ﹤0.01%
17
1865
$640 ﹤0.01%
2
1866
$636 ﹤0.01%
4
1867
$630 ﹤0.01%
14
1868
$627 ﹤0.01%
17
1869
$626 ﹤0.01%
10
1870
$622 ﹤0.01%
200
1871
$616 ﹤0.01%
10
-25
1872
$613 ﹤0.01%
16
-44
1873
$613 ﹤0.01%
2
1874
$608 ﹤0.01%
11
1875
$605 ﹤0.01%
3
73 74
75
76 77