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
1976
$118 ﹤0.01%
+10
1977
$107 ﹤0.01%
+5
1978
$106 ﹤0.01%
17
1979
$105 ﹤0.01%
+5
1980
$102 ﹤0.01%
5
1981
$100 ﹤0.01%
5
1982
$94 ﹤0.01%
+100
1983
$80 ﹤0.01%
7
1984
$76 ﹤0.01%
16
1985
$76 ﹤0.01%
100
1986
$76 ﹤0.01%
12
1987
$75 ﹤0.01%
11
1988
$74 ﹤0.01%
7
1989
$72 ﹤0.01%
40
-80
1990
$58 ﹤0.01%
1
-3,189
1991
$49 ﹤0.01%
4
1992
$49 ﹤0.01%
1
1993
$49 ﹤0.01%
3
1994
$44 ﹤0.01%
2
1995
$33 ﹤0.01%
2
1996
$28 ﹤0.01%
23
1997
$25 ﹤0.01%
8
-2
1998
$23 ﹤0.01%
6
1999
$22 ﹤0.01%
1
2000
$21 ﹤0.01%
1
78 79
80
81 82