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
BST icon
1376
BlackRock Science and Technology Trust
BST
$1.48B
$11.4K ﹤0.01%
313
HWKN icon
1377
Hawkins
HWKN
$3.57B
$11.4K ﹤0.01%
74
NFJ
1378
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.31B
$11.3K ﹤0.01%
897
BUD icon
1379
AB InBev
BUD
$141B
$11.2K ﹤0.01%
162
+76
XMLV icon
1380
Invesco S&P MidCap Low Volatility ETF
XMLV
$746M
$11.2K ﹤0.01%
178
OSCV icon
1381
Opus Small Cap Value ETF
OSCV
$681M
$11.1K ﹤0.01%
281
-48
KKR icon
1382
KKR & Co
KKR
$90.8B
$11K ﹤0.01%
119
+10
KSTR icon
1383
KraneShares SSE STAR Market 50 Index ETF
KSTR
$87.9M
$11K ﹤0.01%
+600
CWT icon
1384
California Water Service
CWT
$2.78B
$10.9K ﹤0.01%
241
-362
HIW icon
1385
Highwoods Properties
HIW
$2.63B
$10.9K ﹤0.01%
510
+5
CACI icon
1386
CACI
CACI
$11.4B
$10.9K ﹤0.01%
20
RACE icon
1387
Ferrari
RACE
$62.1B
$10.8K ﹤0.01%
32
LCII icon
1388
LCI Industries
LCII
$2.91B
$10.8K ﹤0.01%
88
FMAR icon
1389
FT Vest US Equity Buffer ETF March
FMAR
$1.15B
$10.8K ﹤0.01%
223
+206
RYN icon
1390
Rayonier
RYN
$6.44B
$10.8K ﹤0.01%
524
IGOV icon
1391
iShares International Treasury Bond ETF
IGOV
$1.16B
$10.8K ﹤0.01%
+263
DJT icon
1392
Trump Media & Technology Group
DJT
$2.59B
$10.7K ﹤0.01%
1,156
DEA
1393
Easterly Government Properties
DEA
$1.09B
$10.7K ﹤0.01%
500
FLUT icon
1394
Flutter Entertainment
FLUT
$19.4B
$10.7K ﹤0.01%
105
+104
NLR icon
1395
VanEck Uranium + Nuclear Energy ETF
NLR
$5.07B
$10.7K ﹤0.01%
80
WINN icon
1396
Harbor Long-Term Growers ETF
WINN
$1.09B
$10.6K ﹤0.01%
382
FTBD icon
1397
Fidelity Tactical Bond ETF
FTBD
$37.2M
$10.6K ﹤0.01%
215
+131
INDA icon
1398
iShares MSCI India ETF
INDA
$6.33B
$10.5K ﹤0.01%
225
OI icon
1399
O-I Glass
OI
$1.64B
$10.5K ﹤0.01%
1,000
NAT icon
1400
Nordic American Tanker
NAT
$1.17B
$10.4K ﹤0.01%
1,775