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
LNC icon
1526
Lincoln National
LNC
$7.8B
$5.02K ﹤0.01%
145
+5
HUBS icon
1527
HubSpot
HUBS
$20.8B
$5.01K ﹤0.01%
9
-1
COHR icon
1528
Coherent
COHR
$21.9B
$5K ﹤0.01%
56
+27
LUMN icon
1529
Lumen
LUMN
$8.19B
$4.97K ﹤0.01%
1,135
PNQI icon
1530
Invesco NASDAQ Internet ETF
PNQI
$779M
$4.96K ﹤0.01%
95
RGA icon
1531
Reinsurance Group of America
RGA
$12.4B
$4.96K ﹤0.01%
25
-19
VMC icon
1532
Vulcan Materials
VMC
$37.1B
$4.96K ﹤0.01%
19
+1
FLG
1533
Flagstar Bank National Association
FLG
$4.64B
$4.94K ﹤0.01%
466
+1
APTV icon
1534
Aptiv
APTV
$17.1B
$4.91K ﹤0.01%
72
WCN icon
1535
Waste Connections
WCN
$43.2B
$4.86K ﹤0.01%
+26
IDXX icon
1536
Idexx Laboratories
IDXX
$55.1B
$4.83K ﹤0.01%
9
-9
DFAU icon
1537
Dimensional US Core Equity Market ETF
DFAU
$9.43B
$4.82K ﹤0.01%
114
-8,224
DXCM icon
1538
DexCom
DXCM
$22.6B
$4.8K ﹤0.01%
55
-140
USFR icon
1539
WisdomTree Floating Rate Treasury Fund
USFR
$18.3B
$4.78K ﹤0.01%
95
-151
TFLO icon
1540
iShares Treasury Floating Rate Bond ETF
TFLO
$6.6B
$4.76K ﹤0.01%
94
-71
AAPU icon
1541
Direxion Daily AAPL Bull 2X Shares
AAPU
$283M
$4.72K ﹤0.01%
215
+1
ADX icon
1542
Adams Diversified Equity Fund
ADX
$2.78B
$4.71K ﹤0.01%
217
-997
IBTM icon
1543
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$437M
$4.65K ﹤0.01%
202
OIH icon
1544
VanEck Oil Services ETF
OIH
$1.05B
$4.61K ﹤0.01%
20
DES icon
1545
WisdomTree US SmallCap Dividend Fund
DES
$1.83B
$4.61K ﹤0.01%
145
-54
TDG icon
1546
TransDigm Group
TDG
$75.5B
$4.56K ﹤0.01%
3
EBTC
1547
DELISTED
Enterprise Bancorp
EBTC
$4.56K ﹤0.01%
115
-49
DNL icon
1548
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
$506M
$4.51K ﹤0.01%
112
OMFL icon
1549
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.96B
$4.51K ﹤0.01%
78
J icon
1550
Jacobs Solutions
J
$18.5B
$4.47K ﹤0.01%
34
-17
60 61
62
63 64