CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.59B
AUM Growth
+$98.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,166
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$9.02M
3
+$5.02M
4
RDVI icon
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
+$4.95M
5
BUFQ icon
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
+$4.71M

Top Sells

1
+$8.35M
2
+$4.12M
3
+$3.18M
4
WWJD icon
Inspire International ETF
WWJD
+$3.07M
5
HPK icon
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
VIG icon
201
Vanguard Dividend Appreciation ETF
VIG
$103B
$1.3M 0.08%
5,895
+78
TSM icon
202
TSMC
TSM
$1.81T
$1.27M 0.08%
4,194
+561
FIXD icon
203
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.46B
$1.27M 0.08%
28,694
-1,572
META icon
204
Meta Platforms (Facebook)
META
$1.64T
$1.27M 0.08%
1,919
+662
WY icon
205
Weyerhaeuser
WY
$17.7B
$1.26M 0.08%
53,149
+6,594
IEMG icon
206
iShares Core MSCI Emerging Markets ETF
IEMG
$140B
$1.24M 0.08%
18,517
-1,285
SPHY icon
207
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.7B
$1.23M 0.08%
52,065
+412
CRM icon
208
Salesforce
CRM
$183B
$1.22M 0.08%
4,595
+293
REZ icon
209
iShares Residential and Multisector Real Estate ETF
REZ
$839M
$1.21M 0.08%
14,702
+996
SCHP icon
210
Schwab US TIPS ETF
SCHP
$15.7B
$1.21M 0.08%
45,526
+1,362
AMD icon
211
Advanced Micro Devices
AMD
$330B
$1.21M 0.08%
5,629
+311
ORCL icon
212
Oracle
ORCL
$436B
$1.18M 0.07%
6,076
+335
PBTP icon
213
Invesco 0-5 Yr US TIPS ETF
PBTP
$67.6M
$1.18M 0.07%
45,494
-319
LOW icon
214
Lowe's Companies
LOW
$141B
$1.15M 0.07%
4,783
+479
TXN icon
215
Texas Instruments
TXN
$178B
$1.14M 0.07%
6,553
+6,382
CRWD icon
216
CrowdStrike
CRWD
$109B
$1.13M 0.07%
2,420
+531
ICVT icon
217
iShares Convertible Bond ETF
ICVT
$5.43B
$1.13M 0.07%
11,432
+489
BAI
218
iShares A.I. Innovation and Tech Active ETF
BAI
$8.8B
$1.12M 0.07%
33,604
+13,997
VZ icon
219
Verizon
VZ
$213B
$1.12M 0.07%
27,471
+248
JANU
220
AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF
JANU
$78.5M
$1.09M 0.07%
38,603
-8,175
CSX icon
221
CSX Corp
CSX
$74.3B
$1.07M 0.07%
29,476
-4
PR icon
222
Permian Resources
PR
$15.6B
$1.05M 0.07%
75,110
+1,513
NEE icon
223
NextEra Energy
NEE
$192B
$1.04M 0.07%
12,981
+1,699
FNDX icon
224
Schwab Fundamental US Large Company Index ETF
FNDX
$23.9B
$1.04M 0.07%
38,057
+2,414
VIS icon
225
Vanguard Industrials ETF
VIS
$7.28B
$1.03M 0.06%
3,447
+68
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9
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