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
TRMB icon
1776
Trimble
TRMB
$15.8B
$1.1K ﹤0.01%
14
BCE icon
1777
BCE
BCE
$24.1B
$1.09K ﹤0.01%
46
CM icon
1778
Canadian Imperial Bank of Commerce
CM
$91.2B
$1.09K ﹤0.01%
12
METC icon
1779
Ramaco Resources Class A
METC
$1.06B
$1.08K ﹤0.01%
60
OXY.WS icon
1780
Occidental Petroleum Corp Warrants
OXY.WS
$31.7B
$1.08K ﹤0.01%
56
NPO icon
1781
Enpro
NPO
$5.41B
$1.07K ﹤0.01%
5
CORZW icon
1782
Core Scientific Inc Tranche 1 Warrants
CORZW
$1.01B
$1.07K ﹤0.01%
126
BOOT icon
1783
Boot Barn
BOOT
$5.15B
$1.06K ﹤0.01%
6
POLE
1784
Andretti Acquisition Corp II
POLE
$313M
$1.05K ﹤0.01%
100
LUMN icon
1785
Lumen
LUMN
$6.81B
$1.05K ﹤0.01%
135
CNM icon
1786
Core & Main
CNM
$9.28B
$1.04K ﹤0.01%
20
WS icon
1787
Worthington Steel
WS
$1.74B
$1.04K ﹤0.01%
+30
TEF
1788
DELISTED
Telefonica
TEF
$1.02K ﹤0.01%
253
-43
TDY icon
1789
Teledyne Technologies
TDY
$30.3B
$1.02K ﹤0.01%
2
-8
YETI icon
1790
Yeti Holdings
YETI
$2.84B
$1.02K ﹤0.01%
23
SN icon
1791
SharkNinja
SN
$15.6B
$1.01K ﹤0.01%
9
TXRH icon
1792
Texas Roadhouse
TXRH
$11.3B
$996 ﹤0.01%
6
BRKR icon
1793
Bruker
BRKR
$5.6B
$989 ﹤0.01%
21
CFLT icon
1794
Confluent
CFLT
$11B
$968 ﹤0.01%
32
RIO icon
1795
Rio Tinto
RIO
$150B
$960 ﹤0.01%
12
-5
AMTM
1796
Amentum Holdings
AMTM
$6.83B
$957 ﹤0.01%
33
GMAB icon
1797
Genmab
GMAB
$16.8B
$955 ﹤0.01%
31
ESGD icon
1798
iShares ESG Aware MSCI EAFE ETF
ESGD
$11B
$951 ﹤0.01%
10
NEO icon
1799
NeoGenomics
NEO
$1.11B
$941 ﹤0.01%
80
ALGN icon
1800
Align Technology
ALGN
$12.5B
$937 ﹤0.01%
6
70 71
72
73 74