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
176
$1.38M 0.1%
8,431
+465
177
$1.38M 0.1%
16,941
+1,265
178
$1.36M 0.1%
53,969
-3,523
179
$1.36M 0.1%
26,728
+2,115
180
$1.35M 0.1%
10,259
+294
181
$1.35M 0.1%
32,151
+556
182
$1.32M 0.1%
4,505
+3,920
183
$1.32M 0.09%
42,413
+1,020
184
$1.29M 0.09%
4,567
+180
185
$1.28M 0.09%
3,502
+2,139
186
$1.27M 0.09%
6,511
+262
187
$1.27M 0.09%
+27,662
188
$1.26M 0.09%
17,289
+4,343
189
$1.26M 0.09%
5,743
-47
190
$1.25M 0.09%
4,228
+605
191
$1.24M 0.09%
15,361
-172
192
$1.24M 0.09%
+47,741
193
$1.23M 0.09%
40,958
+2,363
194
$1.2M 0.09%
11,097
-137
195
$1.2M 0.09%
25,270
-10,634
196
$1.2M 0.09%
10,896
-1,743
197
$1.18M 0.08%
49,520
+1,572
198
$1.17M 0.08%
1,017,303
+35,488
199
$1.16M 0.08%
9,002
+1,198
200
$1.13M 0.08%
12,354
+1,166
6 7
8
9 10