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
$1.59B
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
RODM icon
1176
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.4B
$18.5K ﹤0.01%
500
IRT icon
1177
Independence Realty Trust
IRT
$3.85B
$18.4K ﹤0.01%
1,053
-2,016
SMAY icon
1178
FT Vest US Small Cap Moderate Buffer ETF May
SMAY
$83.5M
$18.3K ﹤0.01%
705
+139
NVT icon
1179
nVent Electric
NVT
$17.8B
$18.3K ﹤0.01%
179
GIGB icon
1180
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$833M
$18.2K ﹤0.01%
394
CCI icon
1181
Crown Castle
CCI
$38B
$18.2K ﹤0.01%
205
ALCO icon
1182
Alico
ALCO
$298M
$18.2K ﹤0.01%
500
VCR icon
1183
Vanguard Consumer Discretionary ETF
VCR
$5.83B
$18.1K ﹤0.01%
46
SF icon
1184
Stifel
SF
$11B
$17.9K ﹤0.01%
143
CUZ icon
1185
Cousins Properties
CUZ
$3.86B
$17.9K ﹤0.01%
693
RPM icon
1186
RPM International
RPM
$12.9B
$17.7K ﹤0.01%
170
-79
USXF icon
1187
iShares ESG Advanced MSCI USA ETF
USXF
$1.2B
$17.7K ﹤0.01%
307
-230
VAW icon
1188
Vanguard Materials ETF
VAW
$2.98B
$17.6K ﹤0.01%
85
CME icon
1189
CME Group
CME
$112B
$17.5K ﹤0.01%
64
JBHT icon
1190
JB Hunt Transport Services
JBHT
$19.5B
$17.5K ﹤0.01%
90
FLNG icon
1191
FLEX LNG
FLNG
$1.56B
$17.5K ﹤0.01%
700
YUM icon
1192
Yum! Brands
YUM
$43.9B
$17.4K ﹤0.01%
115
-28
JMST icon
1193
JPMorgan Ultra-Short Municipal Income ETF
JMST
$6.17B
$17.4K ﹤0.01%
341
-12
RMD icon
1194
ResMed
RMD
$34B
$17.3K ﹤0.01%
72
SOCL icon
1195
Global X Social Media ETF
SOCL
$100M
$17.3K ﹤0.01%
313
XERS icon
1196
Xeris Biopharma Holdings
XERS
$940M
$17.3K ﹤0.01%
2,200
HLIO icon
1197
Helios Technologies
HLIO
$2.2B
$17.2K ﹤0.01%
321
FOF icon
1198
Cohen & Steers Closed End Opportunity Fund
FOF
$379M
$17.1K ﹤0.01%
1,297
-161
HOG icon
1199
Harley-Davidson
HOG
$2.03B
$17K ﹤0.01%
832
BIZD icon
1200
VanEck BDC Income ETF
BIZD
$1.42B
$17K ﹤0.01%
1,200
46 47
48
49 50