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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
$1.59B
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 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NCNO icon
1651
nCino
NCNO
$1.72B
$2.56K ﹤0.01%
100
BKLN icon
1652
Invesco Senior Loan ETF
BKLN
$7.13B
$2.56K ﹤0.01%
122
TDW icon
1653
Tidewater
TDW
$3.71B
$2.53K ﹤0.01%
50
PEGA icon
1654
Pegasystems
PEGA
$5.6B
$2.51K ﹤0.01%
42
VG
1655
Venture Global Inc
VG
$33.2B
$2.49K ﹤0.01%
365
-31,658
VRIG icon
1656
Invesco Variable Rate Investment Grade ETF
VRIG
$1.53B
$2.38K ﹤0.01%
95
WDS icon
1657
Woodside Energy
WDS
$42.5B
$2.38K ﹤0.01%
153
+106
MSIF
1658
MSC Income Fund Inc
MSIF
$535M
$2.34K ﹤0.01%
+178
SIRI icon
1659
SiriusXM
SIRI
$9.26B
$2.32K ﹤0.01%
116
MOS icon
1660
The Mosaic Company
MOS
$6.59B
$2.31K ﹤0.01%
96
PDSB icon
1661
PDS Biotechnology
PDSB
$60.3M
$2.31K ﹤0.01%
3,000
VNQI icon
1662
Vanguard Global ex-US Real Estate ETF
VNQI
$3.37B
$2.29K ﹤0.01%
50
HPK icon
1663
HighPeak Energy
HPK
$1.01B
$2.27K ﹤0.01%
478
-477,984
M icon
1664
Macy's
M
$6.03B
$2.21K ﹤0.01%
+100
USGO icon
1665
US GoldMining
USGO
$106M
$2.2K ﹤0.01%
249
IDLV icon
1666
Invesco S&P International Developed Low Volatility ETF
IDLV
$340M
$2.19K ﹤0.01%
65
-62
CBLL
1667
CeriBell Inc
CBLL
$697M
$2.19K ﹤0.01%
100
-300
SBRA icon
1668
Sabra Healthcare REIT
SBRA
$4.82B
$2.18K ﹤0.01%
115
TLTE icon
1669
FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
TLTE
$345M
$2.17K ﹤0.01%
34
+12
NAK
1670
Northern Dynasty Minerals
NAK
$1.05B
$2.17K ﹤0.01%
1,100
OUST icon
1671
Ouster
OUST
$2.54B
$2.16K ﹤0.01%
100
SPTI icon
1672
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.2B
$2.16K ﹤0.01%
75
-264
RWR icon
1673
State Street SPDR Dow Jones REIT ETF
RWR
$1.8B
$2.16K ﹤0.01%
22
-22
NNE
1674
Nano Nuclear Energy
NNE
$1.2B
$2.16K ﹤0.01%
90
AVMV icon
1675
Avantis US Mid Cap Value ETF
AVMV
$634M
$2.14K ﹤0.01%
30
65 66
67
68 69