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
$1.49B
AUM Growth
+$99.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,138
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.6M
3
+$2.76M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$2.74M
5
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$2.39M

Top Sells

1
+$13.5M
2
+$10.9M
3
+$4.6M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.46M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$2.54M

Sector Composition

1 Technology 4.95%
2 Consumer Discretionary 2.6%
3 Healthcare 2.1%
4 Industrials 1.8%
5 Financials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SNSR icon
851
Global X Internet of Things ETF
SNSR
$177M
$50K ﹤0.01%
1,283
WSBC icon
852
WesBanco
WSBC
$3.24B
$49.4K ﹤0.01%
1,548
FLRN icon
853
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.77B
$49.4K ﹤0.01%
1,600
CMA
854
DELISTED
Comerica
CMA
$49.1K ﹤0.01%
716
INDS icon
855
Pacer Industrial Real Estate ETF
INDS
$108M
$49K ﹤0.01%
1,317
+14
PGR icon
856
Progressive
PGR
$118B
$48.9K ﹤0.01%
198
BDEC icon
857
Innovator US Equity Buffer ETF December
BDEC
$226M
$48.9K ﹤0.01%
1,020
JSML icon
858
Janus Henderson Small Cap Growth Alpha ETF
JSML
$259M
$48.6K ﹤0.01%
650
OSEA icon
859
Harbor International Compounders ETF
OSEA
$454M
$48.3K ﹤0.01%
1,635
BSEP icon
860
Innovator US Equity Buffer ETF September
BSEP
$193M
$48.3K ﹤0.01%
1,000
FANG icon
861
Diamondback Energy
FANG
$55.9B
$48.3K ﹤0.01%
337
-31
SPYI icon
862
NEOS S&P 500 High Income ETF
SPYI
$7.87B
$47.6K ﹤0.01%
910
-12
RGTI icon
863
Rigetti Computing
RGTI
$4.28B
$47.5K ﹤0.01%
1,595
+220
GRMN icon
864
Garmin
GRMN
$43.5B
$47.3K ﹤0.01%
192
+15
ACWV icon
865
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.28B
$47.2K ﹤0.01%
394
-832
VIOV icon
866
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.52B
$47.1K ﹤0.01%
495
ASEA icon
867
Global X FTSE Southeast Asia ETF
ASEA
$92.8M
$46.7K ﹤0.01%
2,734
+56
FHYS icon
868
Federated Hermes Short Duration High Yield ETF
FHYS
$50.3M
$46.5K ﹤0.01%
2,000
CGHM
869
Capital Group Municipal High-Income ETF
CGHM
$2.74B
$46.2K ﹤0.01%
1,826
+8
TYL icon
870
Tyler Technologies
TYL
$14.5B
$46K ﹤0.01%
88
-16
AUGM
871
FT Vest U.S. Equity Max Buffer ETF - August
AUGM
$33.7M
$45.9K ﹤0.01%
1,363
KDEC
872
Innovator U.S. Small Cap Power Buffer ETF - December
KDEC
$81.4M
$45.8K ﹤0.01%
1,800
VRSK icon
873
Verisk Analytics
VRSK
$25.8B
$45.8K ﹤0.01%
182
-29
BHK icon
874
BlackRock Core Bond Trust
BHK
$649M
$45.8K ﹤0.01%
4,605
ADI icon
875
Analog Devices
ADI
$148B
$45.7K ﹤0.01%
186
33 34
35
36 37