CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.39B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,205
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$13.5M
3
+$13.2M
4
ELCV
Eventide High Dividend ETF
ELCV
+$12.6M
5
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$11.6M

Top Sells

1
+$38.8M
2
+$15.8M
3
+$13.3M
4
BLES icon
Inspire Global Hope ETF
BLES
+$13.2M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$12.4M

Sector Composition

1 Technology 4.65%
2 Consumer Discretionary 2.73%
3 Healthcare 2.32%
4 Industrials 2.12%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SMOT icon
1826
VanEck Morningstar SMID Moat ETF
SMOT
$418M
$800 ﹤0.01%
+23
CFLT icon
1827
Confluent
CFLT
$8.14B
$798 ﹤0.01%
32
-5
BCPC
1828
Balchem Corp
BCPC
$5.08B
$796 ﹤0.01%
5
-6
EQIX icon
1829
Equinix
EQIX
$77.2B
$795 ﹤0.01%
+1
FMS icon
1830
Fresenius Medical Care
FMS
$13.6B
$787 ﹤0.01%
28
-36
ACT icon
1831
Enact Holdings
ACT
$5.42B
$780 ﹤0.01%
21
AMTM
1832
Amentum Holdings
AMTM
$5.37B
$779 ﹤0.01%
33
+1
ABCB icon
1833
Ameris Bancorp
ABCB
$4.94B
$776 ﹤0.01%
12
CWH icon
1834
Camping World
CWH
$678M
$774 ﹤0.01%
45
PEN icon
1835
Penumbra
PEN
$11B
$770 ﹤0.01%
3
-18
VCEL icon
1836
Vericel Corp
VCEL
$2.03B
$766 ﹤0.01%
18
FMAR icon
1837
FT Vest US Equity Buffer ETF March
FMAR
$897M
$762 ﹤0.01%
17
FLO icon
1838
Flowers Foods
FLO
$2.39B
$760 ﹤0.01%
48
+1
BRBR icon
1839
BellRing Brands
BRBR
$3.37B
$753 ﹤0.01%
13
-7
ELF icon
1840
e.l.f. Beauty
ELF
$4.4B
$747 ﹤0.01%
6
TEVA icon
1841
Teva Pharmaceuticals
TEVA
$29.3B
$737 ﹤0.01%
44
KNF icon
1842
Knife River
KNF
$3.94B
$735 ﹤0.01%
9
-15
COLM icon
1843
Columbia Sportswear
COLM
$2.91B
$733 ﹤0.01%
12
-14
UFPT icon
1844
UFP Technologies
UFPT
$1.82B
$732 ﹤0.01%
3
VTS icon
1845
Vitesse Energy
VTS
$812M
$729 ﹤0.01%
33
BF.B icon
1846
Brown-Forman Class B
BF.B
$13.2B
$727 ﹤0.01%
+27
AOS icon
1847
A.O. Smith
AOS
$9.07B
$725 ﹤0.01%
+11
YETI icon
1848
Yeti Holdings
YETI
$2.93B
$725 ﹤0.01%
23
+5
FMX icon
1849
Fomento Económico Mexicano
FMX
$32.7B
$721 ﹤0.01%
7
CENTA icon
1850
Central Garden & Pet Co Class A
CENTA
$1.8B
$720 ﹤0.01%
23
72 73
74
75 76