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
$1.59B
AUM Growth
+$98.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,166
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$9.02M
3
+$5.02M
4
RDVI icon
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
+$4.95M
5
BUFQ icon
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
+$4.71M

Top Sells

1
+$8.35M
2
+$4.12M
3
+$3.18M
4
WWJD icon
Inspire International ETF
WWJD
+$3.07M
5
HPK icon
HighPeak Energy
HPK
+$2.87M

Sector Composition

1 Technology 4.89%
2 Healthcare 2.63%
3 Consumer Discretionary 2.56%
4 Industrials 1.8%
5 Financials 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FDEC icon
551
FT Vest US Equity Buffer ETF December
FDEC
$1.32B
$150K 0.01%
2,930
-133
WAT icon
552
Waters Corp
WAT
$30.4B
$149K 0.01%
393
+12
EVIM icon
553
Eaton Vance Intermediate Municipal Income ETF
EVIM
$207M
$149K 0.01%
2,804
MWA icon
554
Mueller Water Products
MWA
$4.41B
$149K 0.01%
6,242
+1,367
PAVE icon
555
Global X US Infrastructure Development ETF
PAVE
$12.9B
$149K 0.01%
3,110
-127
SYK icon
556
Stryker
SYK
$125B
$148K 0.01%
421
-24
DEM icon
557
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.73B
$147K 0.01%
3,145
-236
SBS icon
558
Sabesp
SBS
$25B
$147K 0.01%
6,158
+677
NBIS
559
Nebius Group N.V.
NBIS
$37.2B
$146K 0.01%
1,750
-350
ADP icon
560
Automatic Data Processing
ADP
$79.1B
$146K 0.01%
569
-18
GRNY
561
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.35B
$145K 0.01%
5,864
+1,992
BFEB icon
562
Innovator US Equity Buffer ETF February
BFEB
$234M
$144K 0.01%
2,950
NJUN
563
Innovator Growth-100 Power Buffer ETF - June
NJUN
$57.9M
$143K 0.01%
4,540
-600
VTWV icon
564
Vanguard Russell 2000 Value ETF
VTWV
$1.15B
$142K 0.01%
888
PSIX
565
Power Solutions International
PSIX
$1.78B
$142K 0.01%
2,485
-410
MSTR icon
566
Strategy Inc
MSTR
$59.7B
$142K 0.01%
933
+265
OKLO
567
Oklo
OKLO
$12.3B
$141K 0.01%
1,960
+530
CINF icon
568
Cincinnati Financial
CINF
$25.6B
$140K 0.01%
860
-1,097
MDYG icon
569
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.7B
$140K 0.01%
1,518
+2
ISRG icon
570
Intuitive Surgical
ISRG
$171B
$140K 0.01%
247
+12
HSY icon
571
Hershey
HSY
$38.8B
$139K 0.01%
762
IWM icon
572
iShares Russell 2000 ETF
IWM
$77.6B
$138K 0.01%
560
-76
CRCL
573
Circle Internet Group
CRCL
$24.6B
$137K 0.01%
+1,733
GD icon
574
General Dynamics
GD
$84.8B
$137K 0.01%
407
+71
LECO icon
575
Lincoln Electric
LECO
$14.3B
$137K 0.01%
572
21 22
23
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