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
2026
– –
-21
2027
– –
-89
2028
– –
-10
2029
– –
-27
2030
– –
-48
2031
– –
-5
2032
– –
-228
2033
– –
-26
2034
– –
-23
2035
– –
-1,000
2036
– –
-31
2037
– –
-284
2038
– –
-1,200
2039
– –
-5
2040
– –
-24
2041
– –
-52
2042
– –
-9
2043
– –
0
2044
– –
-92
2045
– –
-10
2046
– –
-11
2047
– –
-27
2048
– –
-1,086
2049
– –
-7
2050
– –
-1
80 81
82
83 84