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
CR icon
1376
Crane Co
CR
$10.5B
$8.93K ﹤0.01%
47
DEA
1377
Easterly Government Properties
DEA
$1.07B
$8.88K ﹤0.01%
400
XERS icon
1378
Xeris Biopharma Holdings
XERS
$1.21B
$8.87K ﹤0.01%
1,900
-155
-8% -$724
TYGO icon
1379
Tigo Energy
TYGO
$113M
$8.81K ﹤0.01%
+6,906
New +$8.81K
MCO icon
1380
Moody's
MCO
$91.9B
$8.77K ﹤0.01%
17
-1
-6% -$516
RWR icon
1381
SPDR Dow Jones REIT ETF
RWR
$1.88B
$8.68K ﹤0.01%
+90
New +$8.68K
STT icon
1382
State Street
STT
$31.9B
$8.61K ﹤0.01%
81
+5
+7% +$532
PSFF icon
1383
Pacer Swan SOS Fund of Funds ETF
PSFF
$503M
$8.57K ﹤0.01%
+281
New +$8.57K
GAIN icon
1384
Gladstone Investment Corp
GAIN
$544M
$8.56K ﹤0.01%
600
WTFC icon
1385
Wintrust Financial
WTFC
$9.08B
$8.56K ﹤0.01%
69
-19
-22% -$2.36K
TCBK icon
1386
TriCo Bancshares
TCBK
$1.48B
$8.54K ﹤0.01%
211
SBSI icon
1387
Southside Bancshares
SBSI
$916M
$8.41K ﹤0.01%
286
+8
+3% +$235
ULST icon
1388
SPDR SSGA Ultra Short Term Bond ETF
ULST
$630M
$8.38K ﹤0.01%
+206
New +$8.38K
GSY icon
1389
Invesco Ultra Short Duration ETF
GSY
$3.03B
$8.37K ﹤0.01%
+167
New +$8.37K
MAS icon
1390
Masco
MAS
$15.4B
$8.3K ﹤0.01%
129
-92
-42% -$5.92K
EFX icon
1391
Equifax
EFX
$31.6B
$8.3K ﹤0.01%
32
+1
+3% +$259
CLF icon
1392
Cleveland-Cliffs
CLF
$5.78B
$8.24K ﹤0.01%
1,084
VNO icon
1393
Vornado Realty Trust
VNO
$8.25B
$8.15K ﹤0.01%
213
+5
+2% +$191
TTEK icon
1394
Tetra Tech
TTEK
$9.5B
$8.13K ﹤0.01%
226
GOOX icon
1395
T-Rex 2X Long Alphabet Daily Target ETF
GOOX
$28.1M
$8.12K ﹤0.01%
331
NCLH icon
1396
Norwegian Cruise Line
NCLH
$12B
$8.11K ﹤0.01%
400
-5
-1% -$101
PTC icon
1397
PTC
PTC
$24.6B
$8.1K ﹤0.01%
47
-16
-25% -$2.76K
DNOV icon
1398
FT Vest US Equity Deep Buffer ETF November
DNOV
$328M
$8.09K ﹤0.01%
181
PVAL icon
1399
Putnam Focused Large Cap Value ETF
PVAL
$4.26B
$8.05K ﹤0.01%
200
TRI icon
1400
Thomson Reuters
TRI
$78B
$8.05K ﹤0.01%
40
-13
-25% -$2.62K