CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
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
+$17.1M
2
+$13.7M
3
+$2.91M
4
TPSC icon
Timothy Plan US Small Cap Core ETF
TPSC
+$2.83M
5
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$2.8M

Top Sells

1
+$13.9M
2
+$11M
3
+$4.81M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.69M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$2.64M

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
FPI
1051
Farmland Partners
FPI
$448M
$26.8K ﹤0.01%
+2,465
CHD icon
1052
Church & Dwight Co
CHD
$20.4B
$26.8K ﹤0.01%
306
+5
HYS icon
1053
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.52B
$26.7K ﹤0.01%
279
+5
REG icon
1054
Regency Centers
REG
$12.4B
$26.7K ﹤0.01%
366
+179
APA icon
1055
APA Corp
APA
$8.44B
$26.7K ﹤0.01%
1,098
LXP icon
1056
LXP Industrial Trust
LXP
$2.97B
$26.7K ﹤0.01%
+595
DDLS icon
1057
WisdomTree Dynamic International SmallCap Equity Fund
DDLS
$426M
$26.7K ﹤0.01%
636
-21
CHCT
1058
Community Healthcare Trust
CHCT
$460M
$26.6K ﹤0.01%
+1,736
BNDC icon
1059
FlexShares Core Select Bond Fund
BNDC
$147M
$26.4K ﹤0.01%
1,172
+1,066
UMH
1060
UMH Properties
UMH
$1.38B
$26.4K ﹤0.01%
+1,775
BIDU icon
1061
Baidu
BIDU
$41.4B
$26.4K ﹤0.01%
200
UDR icon
1062
UDR
UDR
$11.9B
$26.3K ﹤0.01%
705
+700
TPR icon
1063
Tapestry
TPR
$25.7B
$26.3K ﹤0.01%
232
+1
CBSH icon
1064
Commerce Bancshares
CBSH
$7.37B
$26.1K ﹤0.01%
437
-15
SKYY icon
1065
First Trust Cloud Computing ETF
SKYY
$3.05B
$26.1K ﹤0.01%
194
-1,282
NUEM icon
1066
Nuveen ESG Emerging Markets Equity ETF
NUEM
$311M
$25.9K ﹤0.01%
725
FFLC icon
1067
Fidelity Fundamental Large Cap Core ETF
FFLC
$923M
$25.9K ﹤0.01%
497
+1
BMAR icon
1068
Innovator US Equity Buffer ETF March
BMAR
$176M
$25.8K ﹤0.01%
500
CBRE icon
1069
CBRE Group
CBRE
$47.8B
$25.7K ﹤0.01%
163
-4
CLIP icon
1070
Global X 1-3 Month T-Bill ETF
CLIP
$1.94B
$25.6K ﹤0.01%
255
-28
LEN icon
1071
Lennar Class A
LEN
$26.8B
$25.6K ﹤0.01%
+203
ENTG icon
1072
Entegris
ENTG
$12.8B
$25.5K ﹤0.01%
276
-15
QTEC icon
1073
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.9B
$25.5K ﹤0.01%
111
FLUT icon
1074
Flutter Entertainment
FLUT
$38.6B
$25.4K ﹤0.01%
100
XRAY icon
1075
Dentsply Sirona
XRAY
$2.25B
$25.4K ﹤0.01%
2,000
41 42
43
44 45