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
$1.65B
AUM Growth
+$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,241
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$33.6M
3
+$12.6M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$11.1M
5
GLRY icon
Inspire Growth ETF
GLRY
+$9.63M

Top Sells

1
+$40.2M
2
+$14.3M
3
+$11.1M
4
BIBL icon
Inspire 100 ETF
BIBL
+$9.08M
5
ELCV
Eventide High Dividend ETF
ELCV
+$6.11M

Sector Composition

1 Technology 4.41%
2 Healthcare 2.32%
3 Consumer Discretionary 2.28%
4 Industrials 1.84%
5 Financials 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WAB icon
1326
Wabtec
WAB
$45.3B
$13.2K ﹤0.01%
53
-2
DTCR icon
1327
Global X Data Center & Digital Infrastructure ETF
DTCR
$1.56B
$13.2K ﹤0.01%
551
-54
VIGI icon
1328
Vanguard International Dividend Appreciation ETF
VIGI
$8.75B
$13.2K ﹤0.01%
149
+1
PFS icon
1329
Provident Financial Services
PFS
$2.91B
$13.1K ﹤0.01%
619
FBCV icon
1330
Fidelity Blue Chip Value ETF
FBCV
$155M
$13.1K ﹤0.01%
364
+2
XSD icon
1331
State Street SPDR S&P Semiconductor ETF
XSD
$2.38B
$13.1K ﹤0.01%
40
NI icon
1332
NiSource
NI
$23B
$13.1K ﹤0.01%
280
VKTX icon
1333
Viking Therapeutics
VKTX
$3.8B
$13K ﹤0.01%
400
XHB icon
1334
State Street SPDR S&P Homebuilders ETF
XHB
$1.55B
$12.9K ﹤0.01%
131
DTM icon
1335
DT Midstream
DTM
$13.7B
$12.9K ﹤0.01%
96
+9
DPZ icon
1336
Domino's
DPZ
$12.4B
$12.9K ﹤0.01%
36
RKLB icon
1337
Rocket Lab Corp
RKLB
$46.1B
$12.8K ﹤0.01%
200
IAK icon
1338
iShares US Insurance ETF
IAK
$376M
$12.8K ﹤0.01%
100
XERS icon
1339
Xeris Biopharma Holdings
XERS
$1.04B
$12.8K ﹤0.01%
2,200
MET icon
1340
MetLife
MET
$50.7B
$12.7K ﹤0.01%
180
+45
LIVN icon
1341
LivaNova
LIVN
$3.51B
$12.7K ﹤0.01%
200
BIIB icon
1342
Biogen
BIIB
$27.1B
$12.7K ﹤0.01%
69
+68
WCME
1343
First Trust WCM Developing World Equity ETF
WCME
$32.2M
$12.6K ﹤0.01%
+750
FE icon
1344
FirstEnergy
FE
$28.6B
$12.6K ﹤0.01%
248
DB icon
1345
Deutsche Bank
DB
$61.1B
$12.5K ﹤0.01%
419
+220
BTCL
1346
T-Rex 2X Long Bitcoin Daily Target ETF
BTCL
$34.6M
$12.4K ﹤0.01%
813
CGSM icon
1347
Capital Group Short Duration Municipal Income ETF
CGSM
$1.13B
$12.4K ﹤0.01%
472
-112
MOD icon
1348
Modine Manufacturing
MOD
$13.3B
$12.4K ﹤0.01%
57
-9
UHS icon
1349
Universal Health Services
UHS
$10.6B
$12.3K ﹤0.01%
69
SCLX icon
1350
Scilex Holding
SCLX
$47.1M
$12.3K ﹤0.01%
1,853
52 53
54
55 56