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
$1.59B
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
BABA icon
1026
Alibaba
BABA
$326B
$30.9K ﹤0.01%
211
KNSL icon
1027
Kinsale Capital Group
KNSL
$7.96B
$30.9K ﹤0.01%
79
-67
SKYT icon
1028
SkyWater Technology
SKYT
$1.61B
$30.9K ﹤0.01%
1,700
SJM icon
1029
J.M. Smucker
SJM
$10.2B
$30.9K ﹤0.01%
316
+91
SAP icon
1030
SAP
SAP
$205B
$30.9K ﹤0.01%
127
+4
LGOV icon
1031
First Trust Long Duration Opportunities ETF
LGOV
$672M
$30.7K ﹤0.01%
1,407
+2
FUL icon
1032
H.B. Fuller
FUL
$3.42B
$30.7K ﹤0.01%
516
-1,350
XYL icon
1033
Xylem
XYL
$29.3B
$30.6K ﹤0.01%
225
BBWI icon
1034
Bath & Body Works
BBWI
$4.04B
$30.6K ﹤0.01%
1,525
+16
FEBW icon
1035
AllianzIM U.S. Equity Buffer20 Feb ETF
FEBW
$121M
$30.6K ﹤0.01%
900
BWXT icon
1036
BWX Technologies
BWXT
$20.4B
$30.2K ﹤0.01%
175
TPR icon
1037
Tapestry
TPR
$29.5B
$30.2K ﹤0.01%
237
+5
DD icon
1038
DuPont de Nemours
DD
$19B
$30.2K ﹤0.01%
750
-1,143
PKST
1039
Peakstone Realty Trust
PKST
$780M
$30.1K ﹤0.01%
2,100
-86
NDAQ icon
1040
Nasdaq
NDAQ
$51.1B
$30.1K ﹤0.01%
310
AZN icon
1041
AstraZeneca
AZN
$294B
$30.1K ﹤0.01%
328
DFEB icon
1042
FT Vest US Equity Deep Buffer ETF February
DFEB
$455M
$30.1K ﹤0.01%
630
IMAY
1043
Innovator International Developed Power Buffer ETF - May
IMAY
$31.8M
$29.9K ﹤0.01%
1,000
LCTU icon
1044
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.44B
$29.9K ﹤0.01%
403
-98
CSHI icon
1045
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
$1.04B
$29.8K ﹤0.01%
600
JULU
1046
AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF
JULU
$153M
$29.7K ﹤0.01%
1,000
IUSG icon
1047
iShares Core S&P US Growth ETF
IUSG
$29.9B
$29.6K ﹤0.01%
176
-21
LBRT icon
1048
Liberty Energy
LBRT
$5.34B
$29.5K ﹤0.01%
1,600
IGIB icon
1049
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$17.8B
$29.3K ﹤0.01%
543
IJUN
1050
Innovator International Developed Power Buffer ETF - June
IJUN
$46.3M
$29.2K ﹤0.01%
1,000
-600
40 41
42
43 44