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
UL icon
1626
Unilever
UL
$142B
$3.01K ﹤0.01%
46
-86
DUHP icon
1627
Dimensional US High Profitability ETF
DUHP
$10.8B
$3K ﹤0.01%
79
DT icon
1628
Dynatrace
DT
$11.2B
$2.99K ﹤0.01%
69
KEX icon
1629
Kirby Corp
KEX
$6.78B
$2.98K ﹤0.01%
27
CGGG
1630
Capital Group U.S. Large Growth ETF
CGGG
$64.5M
$2.94K ﹤0.01%
+103
CSB icon
1631
VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
$249M
$2.93K ﹤0.01%
+50
BCI icon
1632
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.51B
$2.93K ﹤0.01%
150
HOV icon
1633
Hovnanian Enterprises
HOV
$636M
$2.93K ﹤0.01%
30
-7
ELME
1634
Elme Communities
ELME
$189M
$2.91K ﹤0.01%
167
EQR icon
1635
Equity Residential
EQR
$22.7B
$2.9K ﹤0.01%
46
-5
MTCH icon
1636
Match Group
MTCH
$7.12B
$2.84K ﹤0.01%
88
OMC icon
1637
Omnicom Group
OMC
$24.8B
$2.83K ﹤0.01%
35
MEDP icon
1638
Medpace
MEDP
$13.6B
$2.81K ﹤0.01%
5
-20
MTD icon
1639
Mettler-Toledo International
MTD
$25B
$2.79K ﹤0.01%
2
TRP icon
1640
TC Energy
TRP
$65.7B
$2.75K ﹤0.01%
50
USVM icon
1641
VictoryShares US Small Mid Cap Value Momentum ETF
USVM
$1.36B
$2.74K ﹤0.01%
+30
EVR icon
1642
Evercore
EVR
$11.4B
$2.72K ﹤0.01%
8
MPWR icon
1643
Monolithic Power Systems
MPWR
$52.6B
$2.72K ﹤0.01%
3
UHT
1644
Universal Health Realty Income Trust
UHT
$594M
$2.71K ﹤0.01%
69
-375
ALAI icon
1645
Alger AI Enablers & Adopters ETF
ALAI
$282M
$2.71K ﹤0.01%
+75
ACI icon
1646
Albertsons Companies
ACI
$8.45B
$2.68K ﹤0.01%
156
SYF icon
1647
Synchrony
SYF
$22.7B
$2.67K ﹤0.01%
32
INVH icon
1648
Invitation Homes
INVH
$15.4B
$2.67K ﹤0.01%
96
DOX icon
1649
Amdocs
DOX
$7.2B
$2.66K ﹤0.01%
33
GTY
1650
Getty Realty Corp
GTY
$1.98B
$2.63K ﹤0.01%
96
64 65
66
67 68