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
$1.49B
AUM Growth
+$99.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,138
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$13.7M
3
+$2.91M
4
TPSC icon
Timothy Plan US Small Cap Core ETF
TPSC
+$2.83M
5
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$2.8M

Top Sells

1
+$13.9M
2
+$11M
3
+$4.81M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.69M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$2.64M

Sector Composition

1 Technology 4.95%
2 Consumer Discretionary 2.6%
3 Healthcare 2.1%
4 Industrials 1.8%
5 Financials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SVAL icon
1626
iShares US Small Cap Value Factor ETF
SVAL
$174M
$3.2K ﹤0.01%
95
SLAB icon
1627
Silicon Laboratories
SLAB
$6.81B
$3.15K ﹤0.01%
24
ALSN icon
1628
Allison Transmission
ALSN
$9.62B
$3.14K ﹤0.01%
37
ISTB icon
1629
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.8B
$3.13K ﹤0.01%
64
MTCH icon
1630
Match Group
MTCH
$7.47B
$3.11K ﹤0.01%
88
CRVL icon
1631
CorVel
CRVL
$2.49B
$3.1K ﹤0.01%
40
+21
IEX icon
1632
IDEX
IEX
$15.8B
$3.09K ﹤0.01%
19
MCK icon
1633
McKesson
MCK
$116B
$3.09K ﹤0.01%
4
NUSA icon
1634
Nuveen ESG 1-5 Year US Aggregate Bond ETF
NUSA
$33.9M
$3.07K ﹤0.01%
131
PDSB icon
1635
PDS Biotechnology
PDSB
$39.1M
$3.03K ﹤0.01%
3,000
LOWV icon
1636
AB US Low Volatility Equity ETF
LOWV
$180M
$2.99K ﹤0.01%
+38
FER icon
1637
Ferrovial SE
FER
$50.9B
$2.99K ﹤0.01%
+51
IXG icon
1638
iShares Global Financials ETF
IXG
$667M
$2.99K ﹤0.01%
26
DUHP icon
1639
Dimensional US High Profitability ETF
DUHP
$11.2B
$2.98K ﹤0.01%
79
WCC icon
1640
WESCO International
WCC
$15.3B
$2.96K ﹤0.01%
14
LW icon
1641
Lamb Weston
LW
$6.96B
$2.95K ﹤0.01%
51
IXUS icon
1642
iShares Core MSCI Total International Stock ETF
IXUS
$55.6B
$2.89K ﹤0.01%
35
+14
OMC icon
1643
Omnicom Group
OMC
$22B
$2.85K ﹤0.01%
35
ELME
1644
Elme Communities
ELME
$197M
$2.82K ﹤0.01%
167
INVH icon
1645
Invitation Homes
INVH
$16.1B
$2.82K ﹤0.01%
96
-5
FSMB icon
1646
First Trust Short Duration Managed Municipal ETF
FSMB
$540M
$2.81K ﹤0.01%
140
-2,539
IMFL icon
1647
Invesco International Developed Dynamic Multifactor ETF
IMFL
$738M
$2.8K ﹤0.01%
101
MPWR icon
1648
Monolithic Power Systems
MPWR
$59.9B
$2.76K ﹤0.01%
3
ACI icon
1649
Albertsons Companies
ACI
$9.3B
$2.73K ﹤0.01%
156
TRP icon
1650
TC Energy
TRP
$62.3B
$2.72K ﹤0.01%
50
64 65
66
67 68