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
DFAI icon
1776
Dimensional International Core Equity Market ETF
DFAI
$15.6B
$2.04K ﹤0.01%
52
BAH icon
1777
Booz Allen Hamilton
BAH
$9.5B
$2.03K ﹤0.01%
26
-961
NGG icon
1778
National Grid
NGG
$87B
$2.02K ﹤0.01%
24
IGV icon
1779
iShares Expanded Tech-Software Sector ETF
IGV
$11.7B
$2K ﹤0.01%
25
-280
LGND icon
1780
Ligand Pharmaceuticals
LGND
$4.63B
$2K ﹤0.01%
10
PEN icon
1781
Penumbra
PEN
$12.9B
$1.97K ﹤0.01%
6
+3
TAP icon
1782
Molson Coors Class B
TAP
$7.98B
$1.94K ﹤0.01%
45
DBEF icon
1783
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.63B
$1.93K ﹤0.01%
39
BG icon
1784
Bunge Global
BG
$24.2B
$1.91K ﹤0.01%
15
+10
EIX icon
1785
Edison International
EIX
$26.5B
$1.9K ﹤0.01%
26
+3
AEG icon
1786
Aegon
AEG
$12.1B
$1.9K ﹤0.01%
261
+216
PCY icon
1787
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.36B
$1.88K ﹤0.01%
90
NNE
1788
Nano Nuclear Energy
NNE
$1.28B
$1.84K ﹤0.01%
90
OUST icon
1789
Ouster
OUST
$1.77B
$1.84K ﹤0.01%
100
CBLL
1790
CeriBell Inc
CBLL
$802M
$1.83K ﹤0.01%
100
PDSB icon
1791
PDS Biotechnology
PDSB
$50.3M
$1.81K ﹤0.01%
3,000
MAS icon
1792
Masco
MAS
$15B
$1.81K ﹤0.01%
30
M icon
1793
Macy's
M
$5.3B
$1.81K ﹤0.01%
100
SHAG icon
1794
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
$43.1M
$1.81K ﹤0.01%
38
QGEN icon
1795
Qiagen
QGEN
$7.92B
$1.8K ﹤0.01%
45
+20
BWA icon
1796
BorgWarner
BWA
$11.6B
$1.79K ﹤0.01%
+33
RELX icon
1797
RELX
RELX
$65.1B
$1.79K ﹤0.01%
54
+3
DCI icon
1798
Donaldson
DCI
$10.3B
$1.78K ﹤0.01%
21
BETR icon
1799
Better Home & Finance Holding
BETR
$700M
$1.78K ﹤0.01%
50
EIPX icon
1800
FT Energy Income Partners Strategy ETF
EIPX
$514M
$1.77K ﹤0.01%
+55