CFD

Creative Financial Designs Portfolio holdings

AUM $1.39B
1-Year Return 10.76%
This Quarter Return
+6.71%
1 Year Return
+10.76%
3 Year Return
+40.72%
5 Year Return
+59.47%
10 Year Return
AUM
$1.39B
AUM Growth
+$136M
Cap. Flow
+$63.7M
Cap. Flow %
4.59%
Top 10 Hldgs %
21.11%
Holding
2,205
New
146
Increased
626
Reduced
606
Closed
190
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
DHR icon
1176
Danaher
DHR
$136B
$17.6K ﹤0.01%
89
-30
-25% -$5.94K
TGT icon
1177
Target
TGT
$40.9B
$17.6K ﹤0.01%
178
-112
-39% -$11.1K
UHT
1178
Universal Health Realty Income Trust
UHT
$575M
$17.4K ﹤0.01%
435
+9
+2% +$360
GSIE icon
1179
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.28B
$17.3K ﹤0.01%
436
-287
-40% -$11.4K
OPFI icon
1180
OppFi
OPFI
$312M
$17.2K ﹤0.01%
1,230
IHE icon
1181
iShares US Pharmaceuticals ETF
IHE
$578M
$17.2K ﹤0.01%
262
+1
+0.4% +$65
DKNG icon
1182
DraftKings
DKNG
$21.8B
$17.2K ﹤0.01%
400
-5
-1% -$214
BIDU icon
1183
Baidu
BIDU
$39.5B
$17.2K ﹤0.01%
200
RODM icon
1184
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.24B
$17.1K ﹤0.01%
500
SMIZ icon
1185
Zacks Small/Mid Cap ETF
SMIZ
$147M
$16.9K ﹤0.01%
500
GOVI icon
1186
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
$983M
$16.9K ﹤0.01%
616
SONY icon
1187
Sony
SONY
$175B
$16.9K ﹤0.01%
648
DDOG icon
1188
Datadog
DDOG
$47.6B
$16.8K ﹤0.01%
125
+94
+303% +$12.6K
JBHT icon
1189
JB Hunt Transport Services
JBHT
$13.4B
$16.8K ﹤0.01%
117
SKYT icon
1190
SkyWater Technology
SKYT
$509M
$16.7K ﹤0.01%
1,700
-300
-15% -$2.95K
SOCL icon
1191
Global X Social Media ETF
SOCL
$156M
$16.7K ﹤0.01%
313
VCR icon
1192
Vanguard Consumer Discretionary ETF
VCR
$6.58B
$16.7K ﹤0.01%
46
DLS icon
1193
WisdomTree International SmallCap Dividend Fund
DLS
$1.05B
$16.6K ﹤0.01%
221
-53
-19% -$3.98K
VAW icon
1194
Vanguard Materials ETF
VAW
$2.89B
$16.6K ﹤0.01%
85
FI icon
1195
Fiserv
FI
$73B
$16.6K ﹤0.01%
96
-2
-2% -$345
DASH icon
1196
DoorDash
DASH
$110B
$16.5K ﹤0.01%
67
PGX icon
1197
Invesco Preferred ETF
PGX
$3.99B
$16.5K ﹤0.01%
1,479
CMG icon
1198
Chipotle Mexican Grill
CMG
$51.8B
$16.5K ﹤0.01%
293
+105
+56% +$5.9K
NOW icon
1199
ServiceNow
NOW
$193B
$16.4K ﹤0.01%
16
+2
+14% +$2.06K
SW
1200
Smurfit Westrock plc
SW
$23.1B
$16.4K ﹤0.01%
381