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
CXT icon
1901
Crane NXT
CXT
$2.65B
$518 ﹤0.01%
11
LEN icon
1902
Lennar Class A
LEN
$24.7B
$514 ﹤0.01%
5
-198
FCN icon
1903
FTI Consulting
FCN
$5.15B
$512 ﹤0.01%
3
PLUG icon
1904
Plug Power
PLUG
$3.03B
$512 ﹤0.01%
260
BTQ
1905
BTQ Technologies Corp
BTQ
$438M
$512 ﹤0.01%
+100
PRCT icon
1906
Procept Biorobotics
PRCT
$1.42B
$503 ﹤0.01%
16
VNOM icon
1907
Viper Energy
VNOM
$7.8B
$502 ﹤0.01%
+13
W icon
1908
Wayfair
W
$9.9B
$502 ﹤0.01%
5
ZVRA icon
1909
Zevra Therapeutics
ZVRA
$513M
$502 ﹤0.01%
56
VVV icon
1910
Valvoline
VVV
$4.43B
$494 ﹤0.01%
17
EMA
1911
Emera Inc
EMA
$15.8B
$493 ﹤0.01%
+10
HYDB icon
1912
iShares High Yield Systematic Bond ETF
HYDB
$1.67B
$474 ﹤0.01%
10
-1,777
RTO icon
1913
Rentokil
RTO
$15.9B
$471 ﹤0.01%
16
+8
NWL icon
1914
Newell Brands
NWL
$1.78B
$469 ﹤0.01%
126
+40
ETR icon
1915
Entergy
ETR
$47.4B
$462 ﹤0.01%
5
ELF icon
1916
e.l.f. Beauty
ELF
$4.56B
$456 ﹤0.01%
6
PTLO icon
1917
Portillo's
PTLO
$366M
$454 ﹤0.01%
100
RCI icon
1918
Rogers Communications
RCI
$21.7B
$453 ﹤0.01%
12
VIAV icon
1919
Viavi Solutions
VIAV
$6.77B
$446 ﹤0.01%
25
BG icon
1920
Bunge Global
BG
$23B
$445 ﹤0.01%
5
FERG icon
1921
Ferguson
FERG
$46.3B
$445 ﹤0.01%
2
HTO
1922
H2O America
HTO
$2.33B
$441 ﹤0.01%
9
-2,041
CWH icon
1923
Camping World
CWH
$474M
$438 ﹤0.01%
45
LION icon
1924
Lionsgate Studios
LION
$3.09B
$438 ﹤0.01%
48
JHX icon
1925
James Hardie Industries
JHX
$12.4B
$436 ﹤0.01%
21
-73
75 76
77
78 79