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
$1.59B
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
PZA icon
601
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.73B
$126K 0.01%
5,441
WCMI
602
First Trust WCM International Equity ETF
WCMI
$1.01B
$125K 0.01%
+7,353
FAUG icon
603
FT Vest US Equity Buffer ETF August
FAUG
$1.16B
$124K 0.01%
2,348
TJX icon
604
TJX Companies
TJX
$175B
$124K 0.01%
808
-62
CTAS icon
605
Cintas
CTAS
$79.3B
$123K 0.01%
654
-267
LIN icon
606
Linde
LIN
$223B
$122K 0.01%
287
-26
EWP icon
607
iShares MSCI Spain ETF
EWP
$1.78B
$122K 0.01%
2,264
+81
CGCP icon
608
Capital Group Core Plus Income ETF
CGCP
$7.16B
$122K 0.01%
5,382
+2,037
CMCSA icon
609
Comcast
CMCSA
$110B
$121K 0.01%
4,057
-253
PNOV icon
610
Innovator US Equity Power Buffer ETF November
PNOV
$947M
$121K 0.01%
2,900
+600
FDVV icon
611
Fidelity High Dividend ETF
FDVV
$8.6B
$121K 0.01%
2,136
+354
GPC icon
612
Genuine Parts
GPC
$15.2B
$121K 0.01%
985
-1,157
COIN icon
613
Coinbase
COIN
$52.5B
$121K 0.01%
535
+34
CMF icon
614
iShares California Muni Bond ETF
CMF
$4.12B
$121K 0.01%
2,100
+1,000
HERD icon
615
Pacer Cash Cows Fund of Funds ETF
HERD
$91.6M
$121K 0.01%
2,774
PDEC icon
616
Innovator US Equity Power Buffer ETF December
PDEC
$1.02B
$120K 0.01%
2,775
-30
IGM icon
617
iShares Expanded Tech Sector ETF
IGM
$8.27B
$120K 0.01%
927
-69
NYF icon
618
iShares New York Muni Bond ETF
NYF
$1.22B
$119K 0.01%
2,226
+2
KMI icon
619
Kinder Morgan
KMI
$73.6B
$119K 0.01%
4,321
-198
ARM icon
620
Arm
ARM
$128B
$118K 0.01%
1,077
DECW icon
621
AllianzIM U.S. Equity Buffer20 Dec ETF
DECW
$224M
$118K 0.01%
3,467
-1,982
MA icon
622
Mastercard
MA
$449B
$118K 0.01%
206
+36
RGLD icon
623
Royal Gold
RGLD
$23.4B
$117K 0.01%
527
+134
FENY icon
624
Fidelity MSCI Energy Index ETF
FENY
$1.68B
$117K 0.01%
4,720
+3
DLR icon
625
Digital Realty Trust
DLR
$62.1B
$117K 0.01%
754
+70
23 24
25
26 27