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CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
2051
– –
-29
2052
– –
-1,000
2053
– –
0
2054
– –
-200
2055
– –
-13
2056
– –
-24
2057
– –
-5
2058
– –
-12
2059
– –
-10
2060
– –
-10
2061
– –
-48
2062
– –
-250
2063
– –
-25
2064
– –
-5
2065
– –
-178
2066
– –
-39
2067
– –
-100
2068
– –
-18
2069
– –
-5
2070
– –
-7
2071
– –
-6
2072
– –
-13
2073
– –
-29
2074
– –
-16
2075
– –
-1
81 82
83
84 85