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
MCK icon
1676
McKesson
MCK
$101B
$3.46K ﹤0.01%
4
ESGE icon
1677
iShares ESG Aware MSCI EM ETF
ESGE
$6.64B
$3.46K ﹤0.01%
76
+2
GATX icon
1678
GATX Corp
GATX
$7.04B
$3.42K ﹤0.01%
20
REXR icon
1679
Rexford Industrial Realty
REXR
$8.03B
$3.41K ﹤0.01%
104
+1
FHDG
1680
FT Vest U.S. Equity Quarterly Dynamic Buffer ETF
FHDG
$40.7M
$3.38K ﹤0.01%
+100
PIPR icon
1681
Piper Sandler
PIPR
$6.19B
$3.37K ﹤0.01%
44
BKR icon
1682
Baker Hughes
BKR
$68.4B
$3.36K ﹤0.01%
55
+23
GSEP icon
1683
FT Vest US Equity Moderate Buffer ETF September
GSEP
$478M
$3.35K ﹤0.01%
88
ESIM
1684
Eventide International ETF
ESIM
$16.3M
$3.33K ﹤0.01%
+132
KRMA icon
1685
Global X Conscious Companies ETF
KRMA
$116M
$3.32K ﹤0.01%
80
TPL icon
1686
Texas Pacific Land
TPL
$30.3B
$3.32K ﹤0.01%
+7
WOOD icon
1687
iShares Global Timber & Forestry ETF
WOOD
$252M
$3.32K ﹤0.01%
47
FER icon
1688
Ferrovial SE
FER
$49.6B
$3.32K ﹤0.01%
51
CMG icon
1689
Chipotle Mexican Grill
CMG
$44.6B
$3.3K ﹤0.01%
103
-25
MPWR icon
1690
Monolithic Power Systems
MPWR
$80.2B
$3.28K ﹤0.01%
3
SMIN icon
1691
iShares MSCI India Small-Cap ETF
SMIN
$623M
$3.28K ﹤0.01%
55
FLCH icon
1692
Franklin FTSE China ETF
FLCH
$286M
$3.27K ﹤0.01%
146
MTZ icon
1693
MasTec
MTZ
$29.6B
$3.22K ﹤0.01%
10
+4
INDS icon
1694
Pacer Industrial Real Estate ETF
INDS
$114M
$3.2K ﹤0.01%
87
-963
IMFL icon
1695
Invesco International Developed Dynamic Multifactor ETF
IMFL
$972M
$3.2K ﹤0.01%
101
DXCM icon
1696
DexCom
DXCM
$23.8B
$3.14K ﹤0.01%
50
INVH icon
1697
Invitation Homes
INVH
$16.3B
$3.13K ﹤0.01%
126
+30
TRP icon
1698
TC Energy
TRP
$64.6B
$3.13K ﹤0.01%
50
NMR icon
1699
Nomura Holdings
NMR
$22.7B
$3.09K ﹤0.01%
392
CSB icon
1700
VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
$264M
$3.09K ﹤0.01%
50