CFD
Creative Financial Designs Portfolio holdings
AUM
$1.59B
1-Year Est. Return
14.23%
This Fund
S&P 500
1 Year Est. Return
+14.23%
AUM
$1.59B
AUM Growth
+$98.3M
(+6.6%)
Holding
2,166
Top Buys
| 1 | +$19.5M | |
| 2 | +$9.02M | |
| 3 | +$5.02M | |
| 4 |
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
|
+$4.95M |
| 5 |
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
|
+$4.71M |
Top Sells
| 1 | +$8.35M | |
| 2 | +$4.12M | |
| 3 | +$3.18M | |
| 4 |
Inspire International ETF
WWJD
|
+$3.07M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
2151
Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 2X Shares
UBOT
$29.1M
| – | – |
-100
|
|
||
2152
United Bankshares
UBSI
$5.57B
| – | – |
-54
|
|
||
2153
State Street Ultra Short Term Bond ETF
ULST
$619M
| – | – |
-539
|
|
||
2154
Universal Corp
UVV
$1.31B
| – | – |
-160
|
|
||
2155
VICI Properties
VICI
$31.5B
| – | – |
-434
|
|
||
|
VRNA
2156
DELISTED
Verona Pharma
VRNA
| – | – |
-20
|
|
||
2157
Westamerica Bancorp
WABC
$1.22B
| – | – |
-86
|
|
||
2158
Wyndham Hotels & Resorts
WH
$5.73B
| – | – |
-5
|
|
||
2159
John Wiley & Sons Class A
WLY
$1.94B
| – | – |
-10
|
|
||
2160
Zillow
ZG
$10.8B
| – | – |
-60
|
|
||
|
LENZ
2161
LENZ Therapeutics
LENZ
$385M
| – | – |
-30
|
|
||
|
NAKA
2162
Nakamoto Inc
NAKA
$207M
| – | – |
-1,000
|
|
||
|
HIMU
2163
iShares High Yield Muni Active ETF
HIMU
$2.62B
| – | – |
-184
|
|
||
|
TVRD
2164
Tvardi Therapeutics
TVRD
$37.3M
| – | – |
-6
|
|
||
|
XRPI
2165
Volatility Shares Trust XRP ETF
XRPI
$102M
| – | – |
-100
|
|