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
RGEN icon
1276
Repligen
RGEN
$8.58B
$12.4K ﹤0.01%
100
-1
AI icon
1277
C3.ai
AI
$1.94B
$12.4K ﹤0.01%
505
APLD icon
1278
Applied Digital
APLD
$6.61B
$12.3K ﹤0.01%
1,226
+1,021
GEM icon
1279
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.16B
$12.3K ﹤0.01%
331
IWO icon
1280
iShares Russell 2000 Growth ETF
IWO
$12.6B
$12.3K ﹤0.01%
43
RAL
1281
Ralliant Corp
RAL
$5.35B
$12.3K ﹤0.01%
+232
HFRO
1282
Highland Opportunities and Income Fund
HFRO
$355M
$12.3K ﹤0.01%
2,363
FAST icon
1283
Fastenal
FAST
$46.4B
$12.3K ﹤0.01%
292
JPUS icon
1284
JPMorgan Diversified Return US Equity ETF
JPUS
$386M
$12.2K ﹤0.01%
103
SNY icon
1285
Sanofi
SNY
$127B
$12.1K ﹤0.01%
250
WEN icon
1286
Wendy's
WEN
$1.64B
$12K ﹤0.01%
1,052
+8
EAD
1287
Allspring Income Opportunities Fund
EAD
$403M
$12K ﹤0.01%
1,700
BST icon
1288
BlackRock Science and Technology Trust
BST
$1.39B
$11.9K ﹤0.01%
313
WAB icon
1289
Wabtec
WAB
$34.9B
$11.9K ﹤0.01%
57
+2
RNR icon
1290
RenaissanceRe
RNR
$12.2B
$11.9K ﹤0.01%
49
-12
VALE icon
1291
Vale
VALE
$52.5B
$11.9K ﹤0.01%
1,225
CART icon
1292
Maplebear
CART
$10.8B
$11.8K ﹤0.01%
261
NVT icon
1293
nVent Electric
NVT
$17.2B
$11.8K ﹤0.01%
161
-51
BLDR icon
1294
Builders FirstSource
BLDR
$11.4B
$11.8K ﹤0.01%
101
-1
PDD icon
1295
Pinduoduo
PDD
$186B
$11.7K ﹤0.01%
112
+107
IMCV icon
1296
iShares Morningstar Mid-Cap Value ETF
IMCV
$840M
$11.7K ﹤0.01%
154
+1
NMAX
1297
Newsmax Inc
NMAX
$1.02B
$11.7K ﹤0.01%
+772
FLCH icon
1298
Franklin FTSE China ETF
FLCH
$241M
$11.7K ﹤0.01%
538
-104
FBCV icon
1299
Fidelity Blue Chip Value ETF
FBCV
$139M
$11.6K ﹤0.01%
+355
HSBC icon
1300
HSBC
HSBC
$249B
$11.6K ﹤0.01%
191
50 51
52
53 54