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
FTXL icon
1326
First Trust Nasdaq Semiconductor ETF
FTXL
$350M
$10.6K ﹤0.01%
111
+1
XPO icon
1327
XPO
XPO
$15.7B
$10.6K ﹤0.01%
84
-1
VKTX icon
1328
Viking Therapeutics
VKTX
$4.42B
$10.6K ﹤0.01%
400
-2
HWKN icon
1329
Hawkins
HWKN
$2.64B
$10.5K ﹤0.01%
74
FSMD icon
1330
Fidelity Small-Mid Multifactor ETF
FSMD
$1.68B
$10.5K ﹤0.01%
253
MMC icon
1331
Marsh & McLennan
MMC
$89.6B
$10.5K ﹤0.01%
48
-22
K icon
1332
Kellanova
K
$29B
$10.5K ﹤0.01%
131
SYLD icon
1333
Cambria Shareholder Yield ETF
SYLD
$913M
$10.4K ﹤0.01%
160
-2,175
INMU icon
1334
BlackRock Intermediate Muni Income Bond ETF
INMU
$154M
$10.4K ﹤0.01%
442
-425
MORN icon
1335
Morningstar
MORN
$8.72B
$10.4K ﹤0.01%
33
COLL icon
1336
Collegium Pharmaceutical
COLL
$1.45B
$10.3K ﹤0.01%
+350
UFPI icon
1337
UFP Industries
UFPI
$5.27B
$10.3K ﹤0.01%
104
EIX icon
1338
Edison International
EIX
$22.6B
$10.3K ﹤0.01%
200
+177
HES
1339
DELISTED
Hess
HES
$10.3K ﹤0.01%
74
-22
KD icon
1340
Kyndryl
KD
$5.88B
$10.2K ﹤0.01%
244
+115
SOLV icon
1341
Solventum
SOLV
$13.1B
$10.2K ﹤0.01%
135
-94
NVO icon
1342
Novo Nordisk
NVO
$214B
$10.2K ﹤0.01%
148
-565
PPT
1343
Putnam Premier Income Trust
PPT
$346M
$10.2K ﹤0.01%
2,777
PDBC icon
1344
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.56B
$10.2K ﹤0.01%
779
-425
SOXL icon
1345
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$14.3B
$10.1K ﹤0.01%
403
+2
CCS icon
1346
Century Communities
CCS
$1.72B
$10.1K ﹤0.01%
178
+15
DY icon
1347
Dycom Industries
DY
$8.43B
$10K ﹤0.01%
41
MSFX icon
1348
T-Rex 2X Long Microsoft Daily Target ETF
MSFX
$8.97M
$10K ﹤0.01%
300
FE icon
1349
FirstEnergy
FE
$26.5B
$9.98K ﹤0.01%
248
BBSC icon
1350
JPMorgan BetaBuilders US Small Cap Equity ETF
BBSC
$564M
$9.95K ﹤0.01%
151
-100
52 53
54
55 56