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
BCD icon
1901
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
$404M
$966 ﹤0.01%
27
RHI icon
1902
Robert Half
RHI
$2.62B
$965 ﹤0.01%
38
-20
KMX icon
1903
CarMax
KMX
$5.43B
$956 ﹤0.01%
23
SN icon
1904
SharkNinja
SN
$16.3B
$953 ﹤0.01%
9
SUSB icon
1905
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.08B
$952 ﹤0.01%
38
-10
NTNX icon
1906
Nutanix
NTNX
$10.8B
$950 ﹤0.01%
25
JAZZ icon
1907
Jazz Pharmaceuticals
JAZZ
$12.1B
$945 ﹤0.01%
+5
LUMN icon
1908
Lumen
LUMN
$9.11B
$938 ﹤0.01%
135
ABCB icon
1909
Ameris Bancorp
ABCB
$5.8B
$936 ﹤0.01%
12
BAM icon
1910
Brookfield Asset Management
BAM
$77.9B
$933 ﹤0.01%
21
+6
METC icon
1911
Ramaco Resources Class A
METC
$931M
$928 ﹤0.01%
60
WEX icon
1912
WEX
WEX
$5.22B
$918 ﹤0.01%
6
TRMB icon
1913
Trimble
TRMB
$15.6B
$913 ﹤0.01%
14
DMLP icon
1914
Dorchester Minerals
DMLP
$1.36B
$894 ﹤0.01%
33
SNN icon
1915
Smith & Nephew
SNN
$13.5B
$890 ﹤0.01%
28
+7
MASI icon
1916
Masimo
MASI
$9.35B
$889 ﹤0.01%
5
BOOT icon
1917
Boot Barn
BOOT
$5.13B
$878 ﹤0.01%
6
BITO icon
1918
ProShares Bitcoin Strategy ETF
BITO
$1.99B
$868 ﹤0.01%
93
AMTM
1919
Amentum Holdings
AMTM
$6.31B
$861 ﹤0.01%
33
ACT icon
1920
Enact Holdings
ACT
$6.19B
$857 ﹤0.01%
21
SPGI icon
1921
S&P Global
SPGI
$129B
$851 ﹤0.01%
2
-5
BCPC
1922
Balchem Corp
BCPC
$5.57B
$847 ﹤0.01%
5
YETI icon
1923
Yeti Holdings
YETI
$3.02B
$842 ﹤0.01%
23
PJT icon
1924
PJT Partners
PJT
$3.69B
$838 ﹤0.01%
6
-2
VIAV icon
1925
Viavi Solutions
VIAV
$11B
$832 ﹤0.01%
25
75 76
77
78 79