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
1876
$601 ﹤0.01%
29
1877
$596 ﹤0.01%
39
-5
1878
$593 ﹤0.01%
11
1879
$589 ﹤0.01%
15
-4
1880
$585 ﹤0.01%
80
1881
$577 ﹤0.01%
1
-2
1882
$571 ﹤0.01%
10
1883
$564 ﹤0.01%
61
1884
$563 ﹤0.01%
15
1885
$554 ﹤0.01%
14
1886
$550 ﹤0.01%
+8
1887
$529 ﹤0.01%
3
+2
1888
$514 ﹤0.01%
+10
1889
$514 ﹤0.01%
22
-95
1890
$493 ﹤0.01%
56
1891
$485 ﹤0.01%
3
1892
$484 ﹤0.01%
+5
1893
$476 ﹤0.01%
+18
1894
$475 ﹤0.01%
5
-5
1895
$464 ﹤0.01%
86
1896
$455 ﹤0.01%
19
1897
$452 ﹤0.01%
6
1898
$446 ﹤0.01%
10
1899
$438 ﹤0.01%
+7
1900
$436 ﹤0.01%
2
+1
74 75
76
77 78