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
NULV icon
701
Nuveen ESG Large-Cap Value ETF
NULV
$1.92B
$84.6K 0.01%
1,878
TRV icon
702
Travelers Companies
TRV
$64.7B
$83.5K 0.01%
288
+204
BAH icon
703
Booz Allen Hamilton
BAH
$9.16B
$83.3K 0.01%
987
+239
SCZ icon
704
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.7B
$82.9K 0.01%
1,069
MFC icon
705
Manulife Financial
MFC
$56.6B
$82.6K 0.01%
2,276
+1
SPTL icon
706
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.8B
$82.3K 0.01%
3,111
+1,982
ITW icon
707
Illinois Tool Works
ITW
$78.3B
$81.5K 0.01%
331
-385
CGBL icon
708
Capital Group Core Balanced ETF
CGBL
$5.38B
$81.5K 0.01%
2,306
+1,006
FRT icon
709
Federal Realty Investment Trust
FRT
$9.23B
$81.2K 0.01%
806
-478
SEPW icon
710
AllianzIM U.S. Equity Buffer20 Sep ETF
SEPW
$285M
$81.2K 0.01%
2,544
-70
ARMK icon
711
Aramark
ARMK
$10.5B
$81.1K 0.01%
2,199
+7
JFLX
712
JPMorgan Flexible Debt ETF
JFLX
$1.27B
$81K 0.01%
1,614
-873
HACK icon
713
Amplify Cybersecurity ETF
HACK
$1.98B
$80.9K 0.01%
1,007
IGLB icon
714
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.7B
$80.4K 0.01%
1,595
+978
CPRJ
715
Calamos Russell 2000 Structured Alt Protection ETF - July
CPRJ
$24.3M
$80.3K 0.01%
3,000
CCL icon
716
Carnival Corp
CCL
$36B
$79.1K 0.01%
2,590
KLAC icon
717
KLA
KLAC
$192B
$79K 0.01%
65
DGRS icon
718
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
$363M
$78.9K 0.01%
1,590
-25
QHY
719
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$212M
$78.8K 0.01%
1,697
+3
ROP icon
720
Roper Technologies
ROP
$36.3B
$78.8K 0.01%
177
+1
SYSB
721
iShares Systematic Bond ETF
SYSB
$863M
$78.5K ﹤0.01%
+875
VFH icon
722
Vanguard Financials ETF
VFH
$12.2B
$78.1K ﹤0.01%
585
-14
F icon
723
Ford
F
$48.3B
$77.8K ﹤0.01%
5,929
+214
NUDM icon
724
Nuveen ESG International Developed Markets Equity ETF
NUDM
$644M
$77.3K ﹤0.01%
2,135
SPIB icon
725
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
$77.2K ﹤0.01%
2,284
-2,025
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29
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