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
201
$1.12M 0.08%
3,683
+128
202
$1.11M 0.08%
1,594
-41
203
$1.11M 0.08%
21,755
+8,366
204
$1.11M 0.08%
4,749
-5,025
205
$1.1M 0.08%
11,423
+963
206
$1.09M 0.08%
18,202
+7,099
207
$1.08M 0.08%
7,073
-3,976
208
$1.06M 0.08%
26,045
-323,742
209
$1.05M 0.08%
11,691
-2,180
210
$1.05M 0.08%
2,260
+51
211
$1.04M 0.08%
22,866
+99
212
$1.03M 0.07%
9,222
-1,730
213
$1.03M 0.07%
19,517
-4,143
214
$1.03M 0.07%
4,103
+92
215
$1.03M 0.07%
10,171
+8,086
216
$1.03M 0.07%
12,454
+2,017
217
$1.02M 0.07%
29,152
+884
218
$1.02M 0.07%
27,615
+3,981
219
$985K 0.07%
7,641
+7,376
220
$982K 0.07%
4,426
-116
221
$967K 0.07%
33,550
-300
222
$962K 0.07%
40,635
-3,184
223
$961K 0.07%
29,466
+146
224
$960K 0.07%
+36,874
225
$957K 0.07%
35,880
-16,449
7 8
9
10 11