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
IXC icon
1951
iShares Global Energy ETF
IXC
$2.77B
$749 ﹤0.01%
13
-2
GWRE icon
1952
Guidewire Software
GWRE
$11.8B
$748 ﹤0.01%
+5
SKY icon
1953
Champion Homes
SKY
$4.53B
$744 ﹤0.01%
10
ACIW icon
1954
ACI Worldwide
ACIW
$4.38B
$738 ﹤0.01%
18
KNF icon
1955
Knife River
KNF
$5.06B
$735 ﹤0.01%
9
HLI icon
1956
Houlihan Lokey
HLI
$11B
$718 ﹤0.01%
5
PSO icon
1957
Pearson
PSO
$8.78B
$709 ﹤0.01%
54
+39
IVES
1958
Dan IVES Wedbush AI Revolution ETF
IVES
$1.02B
$709 ﹤0.01%
25
RYAAY icon
1959
Ryanair
RYAAY
$29.5B
$704 ﹤0.01%
12
THG icon
1960
Hanover Insurance
THG
$6.25B
$693 ﹤0.01%
4
RMT
1961
Royce Micro-Cap Trust
RMT
$710M
$690 ﹤0.01%
61
SH icon
1962
ProShares Short S&P500
SH
$1.12B
$683 ﹤0.01%
18
CW icon
1963
Curtiss-Wright
CW
$26.5B
$681 ﹤0.01%
+1
MTB icon
1964
M&T Bank
MTB
$31.6B
$659 ﹤0.01%
3
COLM icon
1965
Columbia Sportswear
COLM
$3.15B
$658 ﹤0.01%
12
BRO icon
1966
Brown & Brown
BRO
$22.4B
$652 ﹤0.01%
10
PBH icon
1967
Prestige Consumer Healthcare
PBH
$2.79B
$652 ﹤0.01%
11
STLA icon
1968
Stellantis
STLA
$23.4B
$645 ﹤0.01%
91
+13
AOR icon
1969
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.46B
$644 ﹤0.01%
10
DSGX icon
1970
Descartes Systems
DSGX
$6.19B
$644 ﹤0.01%
9
+6
BOX icon
1971
Box
BOX
$3.36B
$638 ﹤0.01%
27
-850
MMSI icon
1972
Merit Medical Systems
MMSI
$4.09B
$620 ﹤0.01%
9
COLB icon
1973
Columbia Banking Systems
COLB
$8.47B
$603 ﹤0.01%
22
VNT icon
1974
Vontier
VNT
$5.09B
$603 ﹤0.01%
17
XJUN icon
1975
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
$177M
$601 ﹤0.01%
+14