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
SNX icon
1801
TD Synnex
SNX
$12.7B
$936 ﹤0.01%
6
PEN icon
1802
Penumbra
PEN
$13.3B
$933 ﹤0.01%
3
WAL icon
1803
Western Alliance Bancorporation
WAL
$8.15B
$925 ﹤0.01%
11
PCTY icon
1804
Paylocity
PCTY
$6.23B
$915 ﹤0.01%
6
+1
FTCB icon
1805
First Trust Core Investment Grade ETF
FTCB
$2.21B
$913 ﹤0.01%
43
ASIX icon
1806
AdvanSix
ASIX
$513M
$900 ﹤0.01%
52
AR icon
1807
Antero Resources
AR
$11.7B
$896 ﹤0.01%
26
WEX icon
1808
WEX
WEX
$5.45B
$894 ﹤0.01%
6
ABCB icon
1809
Ameris Bancorp
ABCB
$5.23B
$891 ﹤0.01%
12
KMX icon
1810
CarMax
KMX
$6.06B
$889 ﹤0.01%
23
+5
ADSK icon
1811
Autodesk
ADSK
$54B
$888 ﹤0.01%
3
-30
CIFR icon
1812
Cipher Digital Inc. Common Stock
CIFR
$5.76B
$886 ﹤0.01%
+60
NOK icon
1813
Nokia
NOK
$43.8B
$886 ﹤0.01%
137
CSW
1814
CSW Industrials
CSW
$4.46B
$881 ﹤0.01%
3
SRRK icon
1815
Scholar Rock
SRRK
$4.64B
$881 ﹤0.01%
20
CVLT icon
1816
Commault Systems
CVLT
$3.65B
$878 ﹤0.01%
7
RYAAY icon
1817
Ryanair
RYAAY
$33.6B
$874 ﹤0.01%
12
BMI icon
1818
Badger Meter
BMI
$4.32B
$872 ﹤0.01%
5
-4
HLI icon
1819
Houlihan Lokey
HLI
$10.4B
$871 ﹤0.01%
5
INSM icon
1820
Insmed
INSM
$31.2B
$870 ﹤0.01%
5
MIRM icon
1821
Mirum Pharmaceuticals
MIRM
$5.41B
$869 ﹤0.01%
11
SLVM icon
1822
Sylvamo
SLVM
$1.72B
$867 ﹤0.01%
18
ACIW icon
1823
ACI Worldwide
ACIW
$4.28B
$861 ﹤0.01%
18
VOD icon
1824
Vodafone
VOD
$33.6B
$859 ﹤0.01%
65
-48
STLA icon
1825
Stellantis
STLA
$20.4B
$849 ﹤0.01%
+78
71 72
73
74 75