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
HYDR icon
1726
Global X Hydrogen ETF
HYDR
$63.6M
$1.53K ﹤0.01%
48
CFR icon
1727
Cullen/Frost Bankers
CFR
$8.43B
$1.52K ﹤0.01%
12
-5
WHR icon
1728
Whirlpool
WHR
$3.75B
$1.51K ﹤0.01%
21
-54
VGM icon
1729
Invesco Trust Investment Grade Municipals
VGM
$563M
$1.51K ﹤0.01%
146
SBND icon
1730
Columbia Short Duration Bond ETF
SBND
$141M
$1.5K ﹤0.01%
+79
FSLY icon
1731
Fastly Inc
FSLY
$3.65B
$1.5K ﹤0.01%
147
RNRG icon
1732
Global X Renewable Energy Producers ETF
RNRG
$28.5M
$1.5K ﹤0.01%
45
CGUI
1733
Capital Group Ultra Short Income ETF
CGUI
$195M
$1.49K ﹤0.01%
59
CHTR icon
1734
Charter Communications
CHTR
$28.4B
$1.46K ﹤0.01%
+7
NEOG icon
1735
Neogen
NEOG
$2.14B
$1.46K ﹤0.01%
209
SPEU icon
1736
State Street SPDR Portfolio Europe ETF
SPEU
$788M
$1.46K ﹤0.01%
28
-22
BKR icon
1737
Baker Hughes
BKR
$58.3B
$1.46K ﹤0.01%
32
-71
BURL icon
1738
Burlington
BURL
$19.1B
$1.44K ﹤0.01%
5
PHG icon
1739
Philips
PHG
$27.4B
$1.44K ﹤0.01%
53
-24
KOMP icon
1740
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.49B
$1.43K ﹤0.01%
24
RGA icon
1741
Reinsurance Group of America
RGA
$13.5B
$1.42K ﹤0.01%
7
-18
TD icon
1742
Toronto Dominion Bank
TD
$160B
$1.41K ﹤0.01%
15
HMC icon
1743
Honda
HMC
$35.7B
$1.4K ﹤0.01%
47
-35
EIX icon
1744
Edison International
EIX
$27.5B
$1.38K ﹤0.01%
23
TTEK icon
1745
Tetra Tech
TTEK
$8.81B
$1.38K ﹤0.01%
41
PRIM icon
1746
Primoris Services
PRIM
$7.22B
$1.37K ﹤0.01%
11
TECB icon
1747
iShares US Tech Breakthrough Multisector ETF
TECB
$417M
$1.34K ﹤0.01%
22
PJT icon
1748
PJT Partners
PJT
$3.33B
$1.34K ﹤0.01%
8
HUYA
1749
Huya Inc
HUYA
$739M
$1.33K ﹤0.01%
460
EWZ icon
1750
iShares MSCI Brazil ETF
EWZ
$9.55B
$1.32K ﹤0.01%
41
+1
68 69
70
71 72