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
$1.39B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,205
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$13.5M
3
+$13.2M
4
ELCV
Eventide High Dividend ETF
ELCV
+$12.6M
5
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$11.6M

Top Sells

1
+$38.8M
2
+$15.8M
3
+$13.3M
4
BLES icon
Inspire Global Hope ETF
BLES
+$13.2M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$12.4M

Sector Composition

1 Technology 4.65%
2 Consumer Discretionary 2.73%
3 Healthcare 2.32%
4 Industrials 2.12%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DHR icon
1176
Danaher
DHR
$166B
$17.6K ﹤0.01%
89
-30
TGT icon
1177
Target
TGT
$48.9B
$17.6K ﹤0.01%
178
-112
UHT
1178
Universal Health Realty Income Trust
UHT
$541M
$17.4K ﹤0.01%
435
+9
GSIE icon
1179
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.21B
$17.3K ﹤0.01%
436
-287
OPFI icon
1180
OppFi
OPFI
$274M
$17.2K ﹤0.01%
1,230
IHE icon
1181
iShares US Pharmaceuticals ETF
IHE
$980M
$17.2K ﹤0.01%
262
+1
DKNG icon
1182
DraftKings
DKNG
$14.9B
$17.2K ﹤0.01%
400
-5
BIDU icon
1183
Baidu
BIDU
$55.5B
$17.2K ﹤0.01%
200
RODM icon
1184
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.35B
$17.1K ﹤0.01%
500
SMIZ icon
1185
Zacks Small/Mid Cap ETF
SMIZ
$183M
$16.9K ﹤0.01%
500
GOVI icon
1186
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
$884M
$16.9K ﹤0.01%
616
SONY icon
1187
Sony
SONY
$138B
$16.9K ﹤0.01%
648
DDOG icon
1188
Datadog
DDOG
$45.6B
$16.8K ﹤0.01%
125
+94
JBHT icon
1189
JB Hunt Transport Services
JBHT
$19.6B
$16.8K ﹤0.01%
117
SKYT icon
1190
SkyWater Technology
SKYT
$1.52B
$16.7K ﹤0.01%
1,700
-300
SOCL icon
1191
Global X Social Media ETF
SOCL
$133M
$16.7K ﹤0.01%
313
VCR icon
1192
Vanguard Consumer Discretionary ETF
VCR
$6.54B
$16.7K ﹤0.01%
46
DLS icon
1193
WisdomTree International SmallCap Dividend Fund
DLS
$1.05B
$16.6K ﹤0.01%
221
-53
VAW icon
1194
Vanguard Materials ETF
VAW
$3.15B
$16.6K ﹤0.01%
85
FISV
1195
Fiserv Inc
FISV
$36.3B
$16.6K ﹤0.01%
96
-2
DASH icon
1196
DoorDash
DASH
$89.3B
$16.5K ﹤0.01%
67
PGX icon
1197
Invesco Preferred ETF
PGX
$4.04B
$16.5K ﹤0.01%
1,479
CMG icon
1198
Chipotle Mexican Grill
CMG
$54B
$16.5K ﹤0.01%
293
+105
NOW icon
1199
ServiceNow
NOW
$140B
$16.4K ﹤0.01%
80
+10
SW
1200
Smurfit Westrock
SW
$22.9B
$16.4K ﹤0.01%
381
46 47
48
49 50