CFD
Creative Financial Designs Portfolio holdings
AUM
$1.39B
1-Year Est. Return
10.76%
1 Year Est. Return
+10.76%
AUM
$1.39B
AUM Growth
+$136M
(+11%)
Holding
2,205
Top Buys
| 1 | +$14.8M | |
| 2 | +$13.5M | |
| 3 | +$13.2M | |
| 4 |
ELCV
Eventide High Dividend ETF
ELCV
|
+$12.6M |
| 5 |
iShares Morningstar Mid-Cap ETF
IMCB
|
+$11.6M |
Top Sells
| 1 | +$38.8M | |
| 2 | +$15.8M | |
| 3 | +$13.3M | |
| 4 |
Inspire Global Hope ETF
BLES
|
+$13.2M |
| 5 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$12.4M |
Sector Composition
| 1 | Technology | 4.65% |
| 2 | Consumer Discretionary | 2.73% |
| 3 | Healthcare | 2.32% |
| 4 | Industrials | 2.12% |
| 5 | Financials | 1.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2201
Principal Financial Group
PFG
$17.7B
| – | – |
-5
|
|
||
2202
VanEck Preferred Securities ex Financials ETF
PFXF
$1.96B
| – | – |
0
|
|
||
2203
Packaging Corp of America
PKG
$18.4B
| – | – |
-12
|
|
||
2204
Palomar
PLMR
$3.03B
| – | – |
-13
|
|