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
FTXL icon
1326
First Trust Nasdaq Semiconductor ETF
FTXL
$310M
$10.6K ﹤0.01%
111
+1
+0.9% +$96
XPO icon
1327
XPO
XPO
$15.3B
$10.6K ﹤0.01%
84
-1
-1% -$126
VKTX icon
1328
Viking Therapeutics
VKTX
$2.79B
$10.6K ﹤0.01%
400
-2
-0.5% -$53
HWKN icon
1329
Hawkins
HWKN
$3.62B
$10.5K ﹤0.01%
74
FSMD icon
1330
Fidelity Small-Mid Multifactor ETF
FSMD
$1.71B
$10.5K ﹤0.01%
253
MMC icon
1331
Marsh & McLennan
MMC
$99.8B
$10.5K ﹤0.01%
48
-22
-31% -$4.81K
K icon
1332
Kellanova
K
$27.6B
$10.5K ﹤0.01%
131
SYLD icon
1333
Cambria Shareholder Yield ETF
SYLD
$937M
$10.4K ﹤0.01%
160
-2,175
-93% -$141K
INMU icon
1334
BlackRock Intermediate Muni Income Bond ETF
INMU
$138M
$10.4K ﹤0.01%
442
-425
-49% -$9.96K
MORN icon
1335
Morningstar
MORN
$10.8B
$10.4K ﹤0.01%
33
COLL icon
1336
Collegium Pharmaceutical
COLL
$1.18B
$10.4K ﹤0.01%
+350
New +$10.4K
UFPI icon
1337
UFP Industries
UFPI
$5.78B
$10.3K ﹤0.01%
104
EIX icon
1338
Edison International
EIX
$21.6B
$10.3K ﹤0.01%
200
+177
+770% +$9.13K
HES
1339
DELISTED
Hess
HES
$10.3K ﹤0.01%
74
-22
-23% -$3.05K
KD icon
1340
Kyndryl
KD
$7.39B
$10.2K ﹤0.01%
244
+115
+89% +$4.83K
SOLV icon
1341
Solventum
SOLV
$12.7B
$10.2K ﹤0.01%
135
-94
-41% -$7.13K
NVO icon
1342
Novo Nordisk
NVO
$244B
$10.2K ﹤0.01%
148
-565
-79% -$39.1K
PPT
1343
Putnam Premier Income Trust
PPT
$355M
$10.2K ﹤0.01%
2,777
PDBC icon
1344
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.51B
$10.2K ﹤0.01%
779
-425
-35% -$5.54K
SOXL icon
1345
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$13.2B
$10.1K ﹤0.01%
403
+2
+0.5% +$50
CCS icon
1346
Century Communities
CCS
$2B
$10.1K ﹤0.01%
178
+15
+9% +$847
DY icon
1347
Dycom Industries
DY
$7.47B
$10K ﹤0.01%
41
MSFX icon
1348
T-Rex 2X Long Microsoft Daily Target ETF
MSFX
$9.2M
$10K ﹤0.01%
300
FE icon
1349
FirstEnergy
FE
$25.3B
$9.98K ﹤0.01%
248
BBSC icon
1350
JPMorgan BetaBuilders US Small Cap Equity ETF
BBSC
$573M
$9.95K ﹤0.01%
151
-100
-40% -$6.59K