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
BABA icon
951
Alibaba
BABA
$291B
$37.7K ﹤0.01%
211
-196
VOX icon
952
Vanguard Communication Services ETF
VOX
$5.42B
$37.5K ﹤0.01%
200
VUSB icon
953
Vanguard Ultra-Short Bond ETF
VUSB
$7.98B
$37.5K ﹤0.01%
750
FLR icon
954
Fluor
FLR
$6.27B
$37.4K ﹤0.01%
+890
PRU icon
955
Prudential Financial
PRU
$32.9B
$37.1K ﹤0.01%
357
-83
MINT icon
956
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$15.8B
$36.9K ﹤0.01%
366
+3
NOBL icon
957
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$10.9B
$36.7K ﹤0.01%
357
+1
EWJ icon
958
iShares MSCI Japan ETF
EWJ
$18.3B
$36.7K ﹤0.01%
457
-1,251
SCLX icon
959
Scilex Holding
SCLX
$44.5M
$36.5K ﹤0.01%
+1,853
LCTU icon
960
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.28B
$36.4K ﹤0.01%
501
-3,353
JUNW icon
961
AllianzIM U.S. Equity Buffer20 Jun ETF
JUNW
$58.5M
$36.2K ﹤0.01%
1,105
-5
OKTA icon
962
Okta
OKTA
$13.3B
$36.2K ﹤0.01%
395
-300
EZM icon
963
WisdomTree US MidCap Fund
EZM
$805M
$36.1K ﹤0.01%
547
SUSC icon
964
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.38B
$35.8K ﹤0.01%
1,519
-7,727
BUFB icon
965
Innovator Laddered Allocation Buffer ETF
BUFB
$240M
$35.7K ﹤0.01%
1,000
STZ icon
966
Constellation Brands
STZ
$26.2B
$35.7K ﹤0.01%
265
-643
SPHD icon
967
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.27B
$35.5K ﹤0.01%
717
+3
KIM icon
968
Kimco Realty
KIM
$15B
$35.3K ﹤0.01%
1,616
FNCL icon
969
Fidelity MSCI Financials Index ETF
FNCL
$2.15B
$35.1K ﹤0.01%
460
IGV icon
970
iShares Expanded Tech-Software Sector ETF
IGV
$9.52B
$35.1K ﹤0.01%
305
-22,940
GEHC icon
971
GE HealthCare
GEHC
$31.4B
$35.1K ﹤0.01%
467
PCAR icon
972
PACCAR
PCAR
$59.1B
$34.6K ﹤0.01%
352
-18
FTV icon
973
Fortive
FTV
$16.5B
$34.6K ﹤0.01%
706
+1
CGSD icon
974
Capital Group Short Duration Income ETF
CGSD
$2.12B
$34.5K ﹤0.01%
+1,330
BEN icon
975
Franklin Resources
BEN
$11.9B
$34.4K ﹤0.01%
1,487
-662
37 38
39
40 41