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
2076
– –
-26
2077
– –
-1,086
2078
– –
-16
2079
– –
-16
2080
– –
-11
2081
– –
-5
2082
– –
-2
2083
– –
-7
2084
– –
-5
2085
– –
-5
2086
– –
-29
2087
– –
-9
2088
– –
-503
2089
– –
-5
2090
– –
-131
2091
– –
-852
2092
– –
-1
2093
– –
-38
2094
– –
-10
2095
– –
-12
2096
– –
-5
2097
– –
0
2098
– –
-12
2099
– –
-13
2100
– –
-29
82 83
84
85 86