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
1951
$191 ﹤0.01%
+5
1952
$190 ﹤0.01%
+5
1953
$190 ﹤0.01%
+5
1954
$181 ﹤0.01%
4
1955
$179 ﹤0.01%
14
+10
1956
$176 ﹤0.01%
+1
1957
$171 ﹤0.01%
+5
1958
$170 ﹤0.01%
+1
1959
$169 ﹤0.01%
5
1960
$160 ﹤0.01%
+1
1961
$158 ﹤0.01%
+1
1962
$155 ﹤0.01%
5
-39
1963
$152 ﹤0.01%
+15
1964
$148 ﹤0.01%
1
1965
$146 ﹤0.01%
26
1966
$142 ﹤0.01%
1
-1
1967
$142 ﹤0.01%
+10
1968
$140 ﹤0.01%
6
1969
$137 ﹤0.01%
10
1970
$137 ﹤0.01%
+5
1971
$132 ﹤0.01%
+5
1972
$131 ﹤0.01%
31
-4
1973
$126 ﹤0.01%
+1
1974
$121 ﹤0.01%
50
1975
$121 ﹤0.01%
+5
77 78
79
80 81