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
TTEK icon
1851
Tetra Tech
TTEK
$8.15B
$1.24K ﹤0.01%
41
VEEV icon
1852
Veeva Systems
VEEV
$26.3B
$1.23K ﹤0.01%
7
+4
TECB icon
1853
iShares US Tech Breakthrough Multisector ETF
TECB
$452M
$1.22K ﹤0.01%
22
MRNA icon
1854
Moderna
MRNA
$20.1B
$1.22K ﹤0.01%
24
VOD icon
1855
Vodafone
VOD
$36B
$1.22K ﹤0.01%
81
+16
LNTH icon
1856
Lantheus
LNTH
$5.49B
$1.21K ﹤0.01%
+16
CAVA icon
1857
CAVA Group
CAVA
$11.1B
$1.21K ﹤0.01%
+15
TDY icon
1858
Teledyne Technologies
TDY
$30B
$1.21K ﹤0.01%
2
TILT icon
1859
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
$2.02B
$1.21K ﹤0.01%
5
RMBS icon
1860
Rambus
RMBS
$17.1B
$1.2K ﹤0.01%
14
MIRM icon
1861
Mirum Pharmaceuticals
MIRM
$5.52B
$1.2K ﹤0.01%
13
+2
UTHR icon
1862
United Therapeutics
UTHR
$24.9B
$1.19K ﹤0.01%
+2
CRS icon
1863
Carpenter Technology
CRS
$21.3B
$1.18K ﹤0.01%
+3
FGDL icon
1864
Franklin Responsibly Sourced Gold ETF
FGDL
$487M
$1.18K ﹤0.01%
+19
LBTYK icon
1865
Liberty Global Class C
LBTYK
$3.85B
$1.17K ﹤0.01%
100
WTS icon
1866
Watts Water Technologies
WTS
$10.1B
$1.16K ﹤0.01%
+4
CIFR icon
1867
Cipher Digital Inc
CIFR
$7.39B
$1.16K ﹤0.01%
90
+30
BCE icon
1868
BCE
BCE
$22.3B
$1.16K ﹤0.01%
46
QJUN icon
1869
FT Vest Growth-100 Buffer ETF June
QJUN
$631M
$1.16K ﹤0.01%
37
-10,473
SRFM icon
1870
Surf Air Mobility
SRFM
$111M
$1.15K ﹤0.01%
1,000
EEMA icon
1871
iShares MSCI Emerging Markets Asia ETF
EEMA
$1.29B
$1.15K ﹤0.01%
12
AVB icon
1872
AvalonBay Communities
AVB
$24B
$1.14K ﹤0.01%
7
-2
MTDR icon
1873
Matador Resources
MTDR
$7.51B
$1.14K ﹤0.01%
18
WHR icon
1874
Whirlpool
WHR
$3.47B
$1.13K ﹤0.01%
21
PRGS icon
1875
Progress Software
PRGS
$1.15B
$1.13K ﹤0.01%
44