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
LW icon
1676
Lamb Weston
LW
$6.03B
$2.13K ﹤0.01%
51
FALN icon
1677
iShares Fallen Angels USD Bond ETF
FALN
$1.72B
$2.13K ﹤0.01%
78
MSEX icon
1678
Middlesex Water
MSEX
$952M
$2.12K ﹤0.01%
42
-407
TAP icon
1679
Molson Coors Class B
TAP
$8.45B
$2.1K ﹤0.01%
45
NUHY icon
1680
Nuveen ESG High Yield Corporate Bond ETF
NUHY
$113M
$2.1K ﹤0.01%
97
PK icon
1681
Park Hotels & Resorts
PK
$2.18B
$2.09K ﹤0.01%
+200
ARKQ icon
1682
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.99B
$2.06K ﹤0.01%
18
RELX icon
1683
RELX
RELX
$62.4B
$2.06K ﹤0.01%
51
-241
ACLS icon
1684
Axcelis
ACLS
$2.65B
$2.01K ﹤0.01%
25
DFAI icon
1685
Dimensional International Core Equity Market ETF
DFAI
$14.8B
$1.99K ﹤0.01%
52
PCY icon
1686
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.45B
$1.95K ﹤0.01%
90
SRFM icon
1687
Surf Air Mobility
SRFM
$125M
$1.94K ﹤0.01%
+1,000
OUT icon
1688
Outfront Media
OUT
$4.84B
$1.93K ﹤0.01%
80
CTEC icon
1689
Global X CleanTech ETF
CTEC
$27.7M
$1.91K ﹤0.01%
36
MAS icon
1690
Masco
MAS
$12.7B
$1.9K ﹤0.01%
30
-99
LGND icon
1691
Ligand Pharmaceuticals
LGND
$4.41B
$1.89K ﹤0.01%
10
PRGS icon
1692
Progress Software
PRGS
$1.53B
$1.89K ﹤0.01%
44
DBEF icon
1693
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.4B
$1.88K ﹤0.01%
39
DCI icon
1694
Donaldson
DCI
$10.2B
$1.86K ﹤0.01%
21
-10
LITE icon
1695
Lumentum
LITE
$48B
$1.84K ﹤0.01%
5
STRL icon
1696
Sterling Infrastructure
STRL
$12.9B
$1.84K ﹤0.01%
6
NGG icon
1697
National Grid
NGG
$89.2B
$1.83K ﹤0.01%
24
-5
SHAG icon
1698
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
$43.1M
$1.82K ﹤0.01%
38
SPTM icon
1699
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$12B
$1.78K ﹤0.01%
22
BLKB icon
1700
Blackbaud
BLKB
$2.07B
$1.77K ﹤0.01%
28
66 67
68
69 70