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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
$1.65B
AUM Growth
+$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,241
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$33.6M
3
+$12.6M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$11.1M
5
GLRY icon
Inspire Growth ETF
GLRY
+$9.63M

Top Sells

1
+$40.2M
2
+$14.3M
3
+$11.1M
4
BIBL icon
Inspire 100 ETF
BIBL
+$9.08M
5
ELCV
Eventide High Dividend ETF
ELCV
+$6.11M

Sector Composition

1 Technology 4.41%
2 Healthcare 2.32%
3 Consumer Discretionary 2.28%
4 Industrials 1.84%
5 Financials 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CHCT
776
Community Healthcare Trust
CHCT
$510M
$71.8K ﹤0.01%
4,518
+965
PWZ icon
777
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.14B
$71.6K ﹤0.01%
3,000
RHP icon
778
Ryman Hospitality Properties
RHP
$7.49B
$71.4K ﹤0.01%
774
+209
UMH
779
UMH Properties
UMH
$1.31B
$71.1K ﹤0.01%
4,930
+1,435
NLY icon
780
Annaly Capital Management
NLY
$16.1B
$71.1K ﹤0.01%
3,362
+62
PSLV icon
781
Sprott Physical Silver Trust
PSLV
$13.5B
$71K ﹤0.01%
2,912
-11,647
ESGU icon
782
iShares ESG Aware MSCI USA ETF
ESGU
$17.2B
$70.9K ﹤0.01%
501
+9
VFH icon
783
Vanguard Financials ETF
VFH
$12.6B
$70.8K ﹤0.01%
586
+1
SETM icon
784
Sprott Energy Transition Materials ETF
SETM
$610M
$70.6K ﹤0.01%
2,133
BALT icon
785
Innovator Defined Wealth Shield ETF
BALT
$2.47B
$70.3K ﹤0.01%
+2,100
IFRA icon
786
iShares US Infrastructure ETF
IFRA
$4.17B
$70.1K ﹤0.01%
1,225
+70
FCOM icon
787
Fidelity MSCI Communication Services Index ETF
FCOM
$1.74B
$69.7K ﹤0.01%
1,023
-200
IDEV icon
788
iShares Core MSCI International Developed Markets ETF
IDEV
$30.5B
$69.4K ﹤0.01%
831
LBRT icon
789
Liberty Energy
LBRT
$4.57B
$69.2K ﹤0.01%
2,403
+803
TRV icon
790
Travelers Companies
TRV
$64.6B
$69.1K ﹤0.01%
237
-51
UDR icon
791
UDR
UDR
$12.8B
$69.1K ﹤0.01%
2,045
+517
GNL icon
792
Global Net Lease
GNL
$1.99B
$69.1K ﹤0.01%
7,378
-626
MRP
793
Millrose Properties Inc
MRP
$4.86B
$68.9K ﹤0.01%
2,462
+708
KEY icon
794
KeyCorp
KEY
$24.1B
$68.9K ﹤0.01%
3,438
XEL icon
795
Xcel Energy
XEL
$48.8B
$68.2K ﹤0.01%
859
+6
FDX icon
796
FedEx
FDX
$80.6B
$67.9K ﹤0.01%
191
-126
EPS icon
797
WisdomTree US LargeCap Fund
EPS
$1.52B
$67.7K ﹤0.01%
994
AZO icon
798
AutoZone
AZO
$50.4B
$67.6K ﹤0.01%
20
PNNT
799
Pennant Park Investment Corp
PNNT
$246M
$67.3K ﹤0.01%
+15,000
SPG icon
800
Simon Property Group
SPG
$69.7B
$67.3K ﹤0.01%
361
-6
30 31
32
33 34