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
PBI icon
1601
Pitney Bowes
PBI
$2.24B
$4.53K ﹤0.01%
410
+4
DNL icon
1602
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
$469M
$4.52K ﹤0.01%
112
MAGS icon
1603
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$4.44B
$4.52K ﹤0.01%
78
XYZ
1604
Block Inc
XYZ
$42.9B
$4.51K ﹤0.01%
75
+22
VSCO icon
1605
Victoria's Secret
VSCO
$4.25B
$4.5K ﹤0.01%
97
CHRW icon
1606
C.H. Robinson
CHRW
$21.6B
$4.48K ﹤0.01%
27
+7
POWA icon
1607
Invesco Bloomberg Pricing Power ETF
POWA
$185M
$4.48K ﹤0.01%
52
-7
UVE icon
1608
Universal Insurance Holdings
UVE
$1.1B
$4.44K ﹤0.01%
+130
TDW icon
1609
Tidewater
TDW
$4.39B
$4.43K ﹤0.01%
53
+3
CGHM
1610
Capital Group Municipal High-Income ETF
CGHM
$2.86B
$4.41K ﹤0.01%
174
-1,667
MLPA icon
1611
Global X MLP ETF
MLPA
$2.14B
$4.36K ﹤0.01%
81
-25
ALSN icon
1612
Allison Transmission
ALSN
$11.3B
$4.33K ﹤0.01%
37
SHV icon
1613
iShares 0-1 Year Treasury Bond ETF
SHV
$20.9B
$4.3K ﹤0.01%
39
FSLY icon
1614
Fastly Inc
FSLY
$3.72B
$4.27K ﹤0.01%
147
LH icon
1615
Labcorp
LH
$21.7B
$4.27K ﹤0.01%
16
AI icon
1616
C3.ai
AI
$1.26B
$4.25K ﹤0.01%
505
PNQI icon
1617
Invesco NASDAQ Internet ETF
PNQI
$573M
$4.25K ﹤0.01%
95
DECT icon
1618
AllianzIM U.S. Equity Buffer10 Dec ETF
DECT
$121M
$4.23K ﹤0.01%
119
WCN icon
1619
Waste Connections
WCN
$42.2B
$4.22K ﹤0.01%
26
HL icon
1620
Hecla Mining
HL
$12.6B
$4.19K ﹤0.01%
+225
KLIP icon
1621
KraneShares China Internet and Covered Call Strategy ETF
KLIP
$115M
$4.19K ﹤0.01%
163
-158
ULTA icon
1622
Ulta Beauty
ULTA
$24.3B
$4.18K ﹤0.01%
8
QSIG
1623
WisdomTree U.S. Short Term Corporate Bond Fund
QSIG
$58.5M
$4.17K ﹤0.01%
86
FNGU
1624
MicroSectors FANG+ 3x Leveraged ETNs due Feb 17 2045
FNGU
$1.98B
$4.14K ﹤0.01%
265
-80
TRI icon
1625
Thomson Reuters
TRI
$39.8B
$4.14K ﹤0.01%
46
+6
63 64
65
66 67