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
CR icon
1376
Crane Co
CR
$10.6B
$8.93K ﹤0.01%
47
DEA
1377
Easterly Government Properties
DEA
$995M
$8.88K ﹤0.01%
400
XERS icon
1378
Xeris Biopharma Holdings
XERS
$1.19B
$8.87K ﹤0.01%
1,900
-155
TYGO icon
1379
Tigo Energy
TYGO
$128M
$8.8K ﹤0.01%
+6,906
MCO icon
1380
Moody's
MCO
$85.5B
$8.77K ﹤0.01%
17
-1
RWR icon
1381
State Street SPDR Dow Jones REIT ETF
RWR
$1.85B
$8.68K ﹤0.01%
+90
STT icon
1382
State Street
STT
$32.6B
$8.61K ﹤0.01%
81
+5
PSFF icon
1383
Pacer Swan SOS Fund of Funds ETF
PSFF
$509M
$8.56K ﹤0.01%
+281
GAIN icon
1384
Gladstone Investment Corp
GAIN
$546M
$8.56K ﹤0.01%
600
WTFC icon
1385
Wintrust Financial
WTFC
$8.59B
$8.55K ﹤0.01%
69
-19
TCBK icon
1386
TriCo Bancshares
TCBK
$1.49B
$8.54K ﹤0.01%
211
SBSI icon
1387
Southside Bancshares
SBSI
$867M
$8.41K ﹤0.01%
286
+8
ULST icon
1388
State Street Ultra Short Term Bond ETF
ULST
$631M
$8.38K ﹤0.01%
+206
GSY icon
1389
Invesco Ultra Short Duration ETF
GSY
$2.93B
$8.37K ﹤0.01%
+167
MAS icon
1390
Masco
MAS
$12.6B
$8.3K ﹤0.01%
129
-92
EFX icon
1391
Equifax
EFX
$25.4B
$8.3K ﹤0.01%
32
+1
CLF icon
1392
Cleveland-Cliffs
CLF
$6.11B
$8.24K ﹤0.01%
1,084
VNO icon
1393
Vornado Realty Trust
VNO
$6.62B
$8.14K ﹤0.01%
213
+5
TTEK icon
1394
Tetra Tech
TTEK
$9.47B
$8.13K ﹤0.01%
226
GOOX icon
1395
T-Rex 2X Long Alphabet Daily Target ETF
GOOX
$29.7M
$8.12K ﹤0.01%
331
NCLH icon
1396
Norwegian Cruise Line
NCLH
$8.33B
$8.11K ﹤0.01%
400
-5
PTC icon
1397
PTC
PTC
$21.5B
$8.1K ﹤0.01%
47
-16
DNOV icon
1398
FT Vest US Equity Deep Buffer ETF November
DNOV
$335M
$8.09K ﹤0.01%
181
PVAL icon
1399
Putnam Focused Large Cap Value ETF
PVAL
$4.63B
$8.05K ﹤0.01%
200
TRI icon
1400
Thomson Reuters
TRI
$62.8B
$8.04K ﹤0.01%
40
-13
54 55
56
57 58