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
1901
$431 ﹤0.01%
+8
1902
$416 ﹤0.01%
5
1903
$406 ﹤0.01%
+5
1904
$401 ﹤0.01%
+5
1905
$387 ﹤0.01%
260
1906
$377 ﹤0.01%
5
1907
$376 ﹤0.01%
27
1908
$371 ﹤0.01%
15
-26
1909
$360 ﹤0.01%
5
-25
1910
$345 ﹤0.01%
5
1911
$344 ﹤0.01%
+10
1912
$337 ﹤0.01%
5
-30
1913
$336 ﹤0.01%
+5
1914
$326 ﹤0.01%
1
1915
$314 ﹤0.01%
1
1916
$308 ﹤0.01%
1
-93
1917
$299 ﹤0.01%
5
1918
$297 ﹤0.01%
+10
1919
$292 ﹤0.01%
5
-28
1920
$284 ﹤0.01%
+10
1921
$281 ﹤0.01%
+7
1922
$280 ﹤0.01%
5
1923
$279 ﹤0.01%
16
1924
$276 ﹤0.01%
+5
1925
$273 ﹤0.01%
5
-43
75 76
77
78 79