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
BC icon
2026
Brunswick
BC
$5.17B
$364 ﹤0.01%
5
ELF icon
2027
e.l.f. Beauty
ELF
$3.91B
$364 ﹤0.01%
6
IFF icon
2028
International Flavors & Fragrances
IFF
$18.2B
$363 ﹤0.01%
5
ELAN icon
2029
Elanco Animal Health
ELAN
$11.4B
$359 ﹤0.01%
15
TS icon
2030
Tenaris
TS
$32B
$349 ﹤0.01%
6
PXE icon
2031
Invesco Energy Exploration & Production ETF
PXE
$90.1M
$348 ﹤0.01%
9
TNL icon
2032
Travel + Leisure Co
TNL
$4.2B
$346 ﹤0.01%
5
ROBO icon
2033
ROBO Global Robotics & Automation Index ETF
ROBO
$1.75B
$342 ﹤0.01%
5
CRTO icon
2034
Criteo
CRTO
$951M
$341 ﹤0.01%
19
REZI icon
2035
Resideo Technologies
REZI
$6.21B
$337 ﹤0.01%
10
ELME
2036
Elme Communities
ELME
$189M
$336 ﹤0.01%
167
EEFT icon
2037
Euronet Worldwide
EEFT
$2.92B
$332 ﹤0.01%
+5
ALNY icon
2038
Alnylam Pharmaceuticals
ALNY
$40.8B
$331 ﹤0.01%
1
-1
ASEA icon
2039
Global X FTSE Southeast Asia ETF
ASEA
$95M
$331 ﹤0.01%
17
-807
TEVA icon
2040
Teva Pharmaceuticals
TEVA
$35.7B
$331 ﹤0.01%
11
LINE
2041
Lineage Inc
LINE
$8.44B
$328 ﹤0.01%
+10
TFII icon
2042
TFI International
TFII
$11.4B
$326 ﹤0.01%
3
BBY icon
2043
Best Buy
BBY
$12.6B
$321 ﹤0.01%
5
HRB icon
2044
H&R Block
HRB
$3.84B
$317 ﹤0.01%
+10
IOT icon
2045
Samsara
IOT
$17.4B
$317 ﹤0.01%
+10
AVTR icon
2046
Avantor
AVTR
$5.34B
$314 ﹤0.01%
+40
CVNA icon
2047
Carvana
CVNA
$58.5B
$314 ﹤0.01%
1
CNS icon
2048
Cohen & Steers
CNS
$3.48B
$313 ﹤0.01%
5
PARR icon
2049
Par Pacific Holdings
PARR
$3.18B
$313 ﹤0.01%
+5
AGI icon
2050
Alamos Gold
AGI
$19B
$311 ﹤0.01%
7