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
SIRI icon
1726
SiriusXM
SIRI
$8.96B
$2.68K ﹤0.01%
116
ACI icon
1727
Albertsons Companies
ACI
$8.42B
$2.66K ﹤0.01%
156
NKE icon
1728
Nike
NKE
$66.2B
$2.64K ﹤0.01%
50
-22
BBW icon
1729
Build-A-Bear
BBW
$485M
$2.64K ﹤0.01%
71
+1
OMC icon
1730
Omnicom Group
OMC
$21.6B
$2.64K ﹤0.01%
35
E icon
1731
ENI
E
$79.6B
$2.6K ﹤0.01%
46
MRSH
1732
Marsh
MRSH
$82B
$2.6K ﹤0.01%
15
-8
ANGX
1733
Angel Studios
ANGX
$463M
$2.58K ﹤0.01%
845
PEGA icon
1734
Pegasystems
PEGA
$6.26B
$2.55K ﹤0.01%
60
+18
WDS icon
1735
Woodside Energy
WDS
$43.8B
$2.53K ﹤0.01%
106
-47
TSLL icon
1736
Direxion Daily TSLA Bull 2X ETF
TSLL
$4.7B
$2.53K ﹤0.01%
208
+2
MTD icon
1737
Mettler-Toledo International
MTD
$26B
$2.52K ﹤0.01%
2
AR icon
1738
Antero Resources
AR
$11.7B
$2.5K ﹤0.01%
59
+33
ROBT icon
1739
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$680M
$2.49K ﹤0.01%
54
-1,325
BKLN icon
1740
Invesco Senior Loan ETF
BKLN
$6.51B
$2.49K ﹤0.01%
122
DFAS icon
1741
Dimensional US Small Cap ETF
DFAS
$14B
$2.49K ﹤0.01%
35
+25
KD icon
1742
Kyndryl
KD
$3.06B
$2.48K ﹤0.01%
189
+33
AOM icon
1743
iShares Core Moderate Allocation ETF
AOM
$1.72B
$2.45K ﹤0.01%
52
-21
MOS icon
1744
The Mosaic Company
MOS
$7.63B
$2.45K ﹤0.01%
96
STRL icon
1745
Sterling Infrastructure
STRL
$15.3B
$2.44K ﹤0.01%
6
OXY.WS icon
1746
Occidental Petroleum Corp Warrants
OXY.WS
$33B
$2.4K ﹤0.01%
56
EVR icon
1747
Evercore
EVR
$13.6B
$2.39K ﹤0.01%
8
VRIG icon
1748
Invesco Variable Rate Investment Grade ETF
VRIG
$1.49B
$2.38K ﹤0.01%
95
NXPI icon
1749
NXP Semiconductors
NXPI
$61.7B
$2.36K ﹤0.01%
12
-11
ACLS icon
1750
Axcelis
ACLS
$4.4B
$2.33K ﹤0.01%
25
68 69
70
71 72