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
ITB icon
1526
iShares US Home Construction ETF
ITB
$2.46B
$4.83K ﹤0.01%
50
-1,301
FGD icon
1527
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$1.22B
$4.78K ﹤0.01%
+158
OMFL icon
1528
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.34B
$4.77K ﹤0.01%
78
TFLO icon
1529
iShares Treasury Floating Rate Bond ETF
TFLO
$6.39B
$4.74K ﹤0.01%
94
CMG icon
1530
Chipotle Mexican Grill
CMG
$44.1B
$4.74K ﹤0.01%
128
-137
DNL icon
1531
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
$455M
$4.62K ﹤0.01%
112
NKE icon
1532
Nike
NKE
$82.5B
$4.59K ﹤0.01%
72
-200
WCN icon
1533
Waste Connections
WCN
$42.3B
$4.56K ﹤0.01%
26
-18
HPQ icon
1534
HP
HPQ
$16.9B
$4.52K ﹤0.01%
203
PUK icon
1535
Prudential
PUK
$37.5B
$4.51K ﹤0.01%
145
COMT icon
1536
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$856M
$4.46K ﹤0.01%
179
+1
RUM icon
1537
Rumble
RUM
$1.78B
$4.42K ﹤0.01%
700
DECT icon
1538
AllianzIM U.S. Equity Buffer10 Dec ETF
DECT
$117M
$4.36K ﹤0.01%
119
-6
BBW icon
1539
Build-A-Bear
BBW
$592M
$4.3K ﹤0.01%
70
SHV icon
1540
iShares 0-1 Year Treasury Bond ETF
SHV
$20B
$4.3K ﹤0.01%
39
PBI icon
1541
Pitney Bowes
PBI
$1.58B
$4.29K ﹤0.01%
406
+3
MRSH
1542
Marsh
MRSH
$84.2B
$4.27K ﹤0.01%
23
-23
J icon
1543
Jacobs Solutions
J
$15.5B
$4.24K ﹤0.01%
32
-2
QSIG
1544
WisdomTree U.S. Short Term Corporate Bond Fund
QSIG
$63.4M
$4.21K ﹤0.01%
86
ARGX icon
1545
argenx
ARGX
$45.1B
$4.21K ﹤0.01%
5
SLVR
1546
Sprott Silver Miners & Physical Silver ETF
SLVR
$1.05B
$4.18K ﹤0.01%
75
BN icon
1547
Brookfield
BN
$93.6B
$4.18K ﹤0.01%
91
+5
DVLT
1548
Datavault AI
DVLT
$414M
$4.17K ﹤0.01%
6,498
FTBD icon
1549
Fidelity Tactical Bond ETF
FTBD
$37.1M
$4.17K ﹤0.01%
+84
KD icon
1550
Kyndryl
KD
$2.86B
$4.14K ﹤0.01%
156
-5
60 61
62
63 64