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
DTM icon
1351
DT Midstream
DTM
$14.1B
$10.4K ﹤0.01%
87
BLDR icon
1352
Builders FirstSource
BLDR
$10.1B
$10.4K ﹤0.01%
101
COHR icon
1353
Coherent
COHR
$47.1B
$10.3K ﹤0.01%
56
GLU
1354
Gabelli Utility & Income Trust
GLU
$121M
$10.3K ﹤0.01%
533
ZETA icon
1355
Zeta Global
ZETA
$4.45B
$10.2K ﹤0.01%
500
BPRE
1356
Bluerock Private Real Estate Fund
BPRE
$10.2K ﹤0.01%
+677
DY icon
1357
Dycom Industries
DY
$11B
$10.1K ﹤0.01%
+30
TCBK icon
1358
TriCo Bancshares
TCBK
$1.52B
$9.99K ﹤0.01%
211
CFG icon
1359
Citizens Financial Group
CFG
$24.9B
$9.99K ﹤0.01%
171
HLN icon
1360
Haleon
HLN
$44.5B
$9.97K ﹤0.01%
987
-328
PCEF icon
1361
Invesco CEF Income Composite ETF
PCEF
$790M
$9.94K ﹤0.01%
+500
NLR icon
1362
VanEck Uranium + Nuclear Energy ETF
NLR
$4.77B
$9.94K ﹤0.01%
80
BHP icon
1363
BHP
BHP
$186B
$9.92K ﹤0.01%
164
LTPZ icon
1364
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
$665M
$9.92K ﹤0.01%
192
+2
DBRG icon
1365
DigitalBridge
DBRG
$2.81B
$9.91K ﹤0.01%
646
NVBT icon
1366
AllianzIM U.S. Equity Buffer10 Nov ETF
NVBT
$29.3M
$9.88K ﹤0.01%
268
-9
BBVA icon
1367
Banco Bilbao Vizcaya Argentaria
BBVA
$124B
$9.84K ﹤0.01%
422
PPT
1368
Putnam Premier Income Trust
PPT
$336M
$9.83K ﹤0.01%
2,777
CLIP icon
1369
Global X 1-3 Month T-Bill ETF
CLIP
$2.2B
$9.81K ﹤0.01%
98
-157
RWEM
1370
Rayliant Wilshire NxtGen Emerging Markets Equity ETF
RWEM
$86.9M
$9.69K ﹤0.01%
+325
IBIT icon
1371
iShares Bitcoin Trust
IBIT
$54.9B
$9.68K ﹤0.01%
195
+175
KLIP icon
1372
KraneShares China Internet and Covered Call Strategy ETF
KLIP
$117M
$9.62K ﹤0.01%
321
+192
JMOM icon
1373
JPMorgan US Momentum Factor ETF
JMOM
$1.95B
$9.6K ﹤0.01%
141
+1
TYGO icon
1374
Tigo Energy
TYGO
$275M
$9.53K ﹤0.01%
6,906
UFPI icon
1375
UFP Industries
UFPI
$5.21B
$9.47K ﹤0.01%
104
53 54
55
56 57