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
WAFD icon
1701
WaFd
WAFD
$2.33B
$1.76K ﹤0.01%
55
ERIC icon
1702
Ericsson
ERIC
$38.2B
$1.75K ﹤0.01%
181
E icon
1703
ENI
E
$72.6B
$1.75K ﹤0.01%
46
RWX icon
1704
State Street SPDR Dow Jones International Real Estate ETF
RWX
$287M
$1.74K ﹤0.01%
62
-86
DBX icon
1705
Dropbox
DBX
$6.03B
$1.72K ﹤0.01%
62
USAI icon
1706
Pacer American Energy Infrastructure ETF
USAI
$96.8M
$1.72K ﹤0.01%
45
-474
HYGV icon
1707
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.14B
$1.71K ﹤0.01%
42
+22
DRS icon
1708
Leonardo DRS
DRS
$12.3B
$1.71K ﹤0.01%
50
BLD icon
1709
TopBuild
BLD
$10.7B
$1.67K ﹤0.01%
4
ST icon
1710
Sensata Technologies
ST
$5.16B
$1.67K ﹤0.01%
50
RAVI icon
1711
FlexShares Ultra-Short Income Fund
RAVI
$1.42B
$1.66K ﹤0.01%
22
-22
NVMI icon
1712
Nova
NVMI
$13.9B
$1.64K ﹤0.01%
5
AVB icon
1713
AvalonBay Communities
AVB
$24.1B
$1.63K ﹤0.01%
9
+2
BETR icon
1714
Better Home & Finance Holding
BETR
$627M
$1.63K ﹤0.01%
+50
ACM icon
1715
Aecom
ACM
$11.8B
$1.62K ﹤0.01%
17
AAAU icon
1716
Goldman Sachs Physical Gold ETF Shares
AAAU
$3.21B
$1.62K ﹤0.01%
+38
FISV
1717
Fiserv Inc
FISV
$31.3B
$1.61K ﹤0.01%
24
-72
CNRG icon
1718
State Street SPDR S&P Kensho Clean Power ETF
CNRG
$195M
$1.61K ﹤0.01%
18
FTC icon
1719
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.19B
$1.6K ﹤0.01%
10
ALLE icon
1720
Allegion
ALLE
$12.6B
$1.6K ﹤0.01%
10
SWKS icon
1721
Skyworks Solutions
SWKS
$8.32B
$1.59K ﹤0.01%
25
TBLL icon
1722
Invesco Short Term Treasury ETF
TBLL
$2.46B
$1.58K ﹤0.01%
+15
RHI icon
1723
Robert Half
RHI
$2.34B
$1.57K ﹤0.01%
58
+20
AIT icon
1724
Applied Industrial Technologies
AIT
$10.1B
$1.54K ﹤0.01%
6
-7
CORZZ icon
1725
Core Scientific Inc Tranche 2 Warrants
CORZZ
$1.36B
$1.53K ﹤0.01%
105
67 68
69
70 71