CFD

Creative Financial Designs Portfolio holdings

AUM $1.39B
1-Year Est. Return 10.76%
This Quarter Est. Return
1 Year Est. Return
+10.76%
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
+$14.8M
2
+$13.5M
3
+$13.2M
4
ELCV
Eventide High Dividend ETF
ELCV
+$12.6M
5
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$11.6M

Top Sells

1
+$38.8M
2
+$15.8M
3
+$13.3M
4
BLES icon
Inspire Global Hope ETF
BLES
+$13.2M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$12.4M

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
GILD icon
551
Gilead Sciences
GILD
$150B
$158K 0.01%
1,422
+86
EBND icon
552
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.15B
$157K 0.01%
7,341
+2,473
SLYV icon
553
SPDR S&P 600 Small Cap Value ETF
SLYV
$4.2B
$157K 0.01%
1,962
+1
JEF icon
554
Jefferies Financial Group
JEF
$11.7B
$156K 0.01%
2,862
+580
IGF icon
555
iShares Global Infrastructure ETF
IGF
$8.34B
$155K 0.01%
2,624
+27
CPB icon
556
Campbell Soup
CPB
$9.21B
$155K 0.01%
5,068
+193
NJUN
557
Innovator Growth-100 Power Buffer ETF - June
NJUN
$73.1M
$154K 0.01%
5,200
+2,300
ATNM icon
558
Actinium Pharmaceuticals
ATNM
$52.1M
$153K 0.01%
109,381
+3,750
NTNX icon
559
Nutanix
NTNX
$19B
$152K 0.01%
1,992
+5
KR icon
560
Kroger
KR
$44.5B
$152K 0.01%
2,117
+28
VNQ icon
561
Vanguard Real Estate ETF
VNQ
$34.6B
$152K 0.01%
1,704
-2
QUS icon
562
SPDR MSCI USA StrategicFactors ETF
QUS
$1.54B
$152K 0.01%
930
-183
LYB icon
563
LyondellBasell Industries
LYB
$15.3B
$152K 0.01%
2,619
+798
BSJP icon
564
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$675M
$151K 0.01%
6,543
-2,203
IWB icon
565
iShares Russell 1000 ETF
IWB
$45.6B
$151K 0.01%
444
-78
FINX icon
566
Global X FinTech ETF
FINX
$310M
$149K 0.01%
4,363
-4,217
FXH icon
567
First Trust Health Care AlphaDEX Fund
FXH
$951M
$149K 0.01%
1,440
-19
MSEX icon
568
Middlesex Water
MSEX
$1.09B
$149K 0.01%
2,745
+4
STZ icon
569
Constellation Brands
STZ
$24.4B
$148K 0.01%
908
+18
DOC icon
570
Healthpeak Properties
DOC
$13B
$147K 0.01%
8,413
+4,415
NET icon
571
Cloudflare
NET
$75.9B
$147K 0.01%
751
+94
LIN icon
572
Linde
LIN
$209B
$147K 0.01%
313
-16
KNSL icon
573
Kinsale Capital Group
KNSL
$9.83B
$147K 0.01%
303
+120
CVS icon
574
CVS Health
CVS
$104B
$146K 0.01%
2,118
+92
CHWY icon
575
Chewy
CHWY
$14.6B
$146K 0.01%
3,427
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