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
MCR
1451
MFS Charter Income Trust
MCR
$262M
$6.65K ﹤0.01%
1,046
DCI icon
1452
Donaldson
DCI
$11.6B
$6.59K ﹤0.01%
95
+10
BDX icon
1453
Becton Dickinson
BDX
$57.5B
$6.55K ﹤0.01%
38
+7
PFN
1454
PIMCO Income Strategy Fund II
PFN
$704M
$6.54K ﹤0.01%
885
MOD icon
1455
Modine Manufacturing
MOD
$7.69B
$6.5K ﹤0.01%
66
+1
RBLD icon
1456
First Trust Alerian US NextGen Infrastructure ETF
RBLD
$19.6M
$6.46K ﹤0.01%
+90
CTEC icon
1457
Global X CleanTech ETF
CTEC
$29.2M
$6.44K ﹤0.01%
181
-29
LULU icon
1458
lululemon athletica
LULU
$22.4B
$6.42K ﹤0.01%
27
IYT icon
1459
iShares US Transportation ETF
IYT
$888M
$6.41K ﹤0.01%
94
+1
LRN icon
1460
Stride
LRN
$3.21B
$6.39K ﹤0.01%
44
-24
CNXN icon
1461
PC Connection
CNXN
$1.44B
$6.38K ﹤0.01%
97
ELD icon
1462
WisdomTree Emerging Markets Local Debt Fund
ELD
$90.8M
$6.35K ﹤0.01%
227
-88
DFCF icon
1463
Dimensional Core Fixed Income ETF
DFCF
$9.04B
$6.34K ﹤0.01%
150
FDS icon
1464
Factset
FDS
$10.6B
$6.26K ﹤0.01%
14
-9
HEI icon
1465
HEICO Corp
HEI
$46.6B
$6.25K ﹤0.01%
19
-5
RWX icon
1466
SPDR Dow Jones International Real Estate ETF
RWX
$292M
$6.25K ﹤0.01%
+228
JNPR
1467
DELISTED
Juniper Networks
JNPR
$6.23K ﹤0.01%
156
SGOL icon
1468
abrdn Physical Gold Shares ETF
SGOL
$8.51B
$6.21K ﹤0.01%
+197
CALM icon
1469
Cal-Maine
CALM
$3.84B
$6.21K ﹤0.01%
62
+2
EPAM icon
1470
EPAM Systems
EPAM
$12.1B
$6.19K ﹤0.01%
35
-4
BBEU icon
1471
JPMorgan BetaBuilders Europe ETF
BBEU
$8.99B
$6.14K ﹤0.01%
+91
CLX icon
1472
Clorox
CLX
$13.8B
$6.12K ﹤0.01%
51
-85
ITT icon
1473
ITT
ITT
$15.8B
$6.12K ﹤0.01%
39
-1
BTC
1474
Grayscale Bitcoin Mini Trust ETF
BTC
$3.9B
$6.11K ﹤0.01%
128
EBAY icon
1475
eBay
EBAY
$42.3B
$6.11K ﹤0.01%
82
-27
57 58
59
60 61