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
1926
$262 ﹤0.01%
+5
1927
$259 ﹤0.01%
1
1928
$259 ﹤0.01%
+5
1929
$258 ﹤0.01%
+5
1930
$257 ﹤0.01%
+5
1931
$256 ﹤0.01%
+1
1932
$256 ﹤0.01%
+5
1933
$254 ﹤0.01%
+2
1934
$252 ﹤0.01%
25
1935
$248 ﹤0.01%
+4
1936
$245 ﹤0.01%
10
1937
$245 ﹤0.01%
+5
1938
$244 ﹤0.01%
1
-7
1939
$239 ﹤0.01%
+4
1940
$237 ﹤0.01%
27
-88
1941
$235 ﹤0.01%
+1
1942
$227 ﹤0.01%
+3
1943
$224 ﹤0.01%
4
1944
$221 ﹤0.01%
10
1945
$214 ﹤0.01%
+15
1946
$214 ﹤0.01%
7
-13
1947
$209 ﹤0.01%
4
1948
$204 ﹤0.01%
5
1949
$195 ﹤0.01%
+10
1950
$191 ﹤0.01%
17
76 77
78
79 80