CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.39B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,205
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$13.5M
3
+$13.2M
4
ELCV
Eventide High Dividend ETF
ELCV
+$12.6M
5
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$11.6M

Top Sells

1
+$38.8M
2
+$15.8M
3
+$13.3M
4
BLES icon
Inspire Global Hope ETF
BLES
+$13.2M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$12.4M

Sector Composition

1 Technology 4.65%
2 Consumer Discretionary 2.73%
3 Healthcare 2.32%
4 Industrials 2.12%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SYF icon
1676
Synchrony
SYF
$26.3B
$2.14K ﹤0.01%
32
+20
SBRA icon
1677
Sabra Healthcare REIT
SBRA
$4.65B
$2.12K ﹤0.01%
115
FALN icon
1678
iShares Fallen Angels USD Bond ETF
FALN
$1.79B
$2.12K ﹤0.01%
78
NUHY icon
1679
Nuveen ESG High Yield Corporate Bond ETF
NUHY
$97M
$2.11K ﹤0.01%
97
TLTD icon
1680
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
$576M
$2.09K ﹤0.01%
+25
IDLV icon
1681
Invesco S&P International Developed Low Volatility ETF
IDLV
$330M
$2.08K ﹤0.01%
63
+1
ZG icon
1682
Zillow
ZG
$16.3B
$2.06K ﹤0.01%
30
USGO icon
1683
US GoldMining
USGO
$116M
$2.04K ﹤0.01%
249
LAD icon
1684
Lithia Motors
LAD
$7.13B
$2.03K ﹤0.01%
6
+4
CRVL icon
1685
CorVel
CRVL
$3.8B
$1.95K ﹤0.01%
+19
IBDS icon
1686
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.37B
$1.94K ﹤0.01%
80
UBSI icon
1687
United Bankshares
UBSI
$5.12B
$1.94K ﹤0.01%
53
ACM icon
1688
Aecom
ACM
$17.7B
$1.92K ﹤0.01%
17
CHRW icon
1689
C.H. Robinson
CHRW
$18.1B
$1.92K ﹤0.01%
20
TRNO icon
1690
Terreno Realty
TRNO
$6.25B
$1.91K ﹤0.01%
34
-11
LNN icon
1691
Lindsay Corp
LNN
$1.19B
$1.9K ﹤0.01%
13
MARA icon
1692
Marathon Digital Holdings
MARA
$4.53B
$1.9K ﹤0.01%
121
-787
VRNA
1693
DELISTED
Verona Pharma
VRNA
$1.89K ﹤0.01%
20
-22
SWKS icon
1694
Skyworks Solutions
SWKS
$9.91B
$1.86K ﹤0.01%
25
-1
PCY icon
1695
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.28B
$1.84K ﹤0.01%
90
SHAG icon
1696
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
$76.8M
$1.82K ﹤0.01%
38
-26
CORZZ icon
1697
Core Scientific Inc Tranche 2 Warrants
CORZZ
$1.22B
$1.81K ﹤0.01%
105
BLKB icon
1698
Blackbaud
BLKB
$2.93B
$1.8K ﹤0.01%
28
-31
VSCO icon
1699
Victoria's Secret
VSCO
$2.86B
$1.8K ﹤0.01%
97
MKSI icon
1700
MKS Inc
MKSI
$9.58B
$1.79K ﹤0.01%
18
+13
66 67
68
69 70