CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$99.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,138
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.95%
2 Consumer Discretionary 2.6%
3 Healthcare 2.1%
4 Industrials 1.8%
5 Financials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ARCC icon
1451
Ares Capital
ARCC
$14.9B
$6.94K ﹤0.01%
340
+8
QSR icon
1452
Restaurant Brands International
QSR
$24.5B
$6.93K ﹤0.01%
108
+4
GWRS icon
1453
Global Water Resources
GWRS
$244M
$6.86K ﹤0.01%
666
RBLD icon
1454
First Trust Alerian US NextGen Infrastructure ETF
RBLD
$18.8M
$6.84K ﹤0.01%
91
+1
SMG icon
1455
ScottsMiracle-Gro
SMG
$3.35B
$6.83K ﹤0.01%
120
NUMG icon
1456
Nuveen ESG Mid-Cap Growth ETF
NUMG
$399M
$6.82K ﹤0.01%
140
SPGI icon
1457
S&P Global
SPGI
$152B
$6.81K ﹤0.01%
14
-14
VLO icon
1458
Valero Energy
VLO
$51.3B
$6.81K ﹤0.01%
40
UGI icon
1459
UGI
UGI
$8.2B
$6.81K ﹤0.01%
205
+2
IGR
1460
CBRE Global Real Estate Income Fund
IGR
$639M
$6.76K ﹤0.01%
1,315
GOLY icon
1461
Strategy Shares Gold-Hedged Bond ETF
GOLY
$145M
$6.75K ﹤0.01%
205
+5
PFN
1462
PIMCO Income Strategy Fund II
PFN
$691M
$6.72K ﹤0.01%
885
MCR
1463
MFS Charter Income Trust
MCR
$262M
$6.71K ﹤0.01%
1,046
NDIA icon
1464
Global X India Active ETF
NDIA
$52.3M
$6.68K ﹤0.01%
233
LRN icon
1465
Stride
LRN
$2.83B
$6.55K ﹤0.01%
44
ELD icon
1466
WisdomTree Emerging Markets Local Debt Fund
ELD
$87M
$6.53K ﹤0.01%
227
FBL icon
1467
GraniteShares ETF Trust GraniteShares 2x Long META Daily ETF
FBL
$462M
$6.52K ﹤0.01%
150
-150
REMX icon
1468
VanEck Rare Earth/Strategic Metals ETF
REMX
$1.53B
$6.5K ﹤0.01%
99
BTC
1469
Grayscale Bitcoin Mini Trust ETF
BTC
$3.94B
$6.48K ﹤0.01%
128
SRE icon
1470
Sempra
SRE
$57.8B
$6.48K ﹤0.01%
72
SH icon
1471
ProShares Short S&P500
SH
$1.18B
$6.43K ﹤0.01%
174
DFCF icon
1472
Dimensional Core Fixed Income ETF
DFCF
$8.57B
$6.41K ﹤0.01%
150
XSOE icon
1473
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.81B
$6.4K ﹤0.01%
169
FFBC icon
1474
First Financial Bancorp
FFBC
$2.64B
$6.31K ﹤0.01%
250
CLX icon
1475
Clorox
CLX
$12.7B
$6.29K ﹤0.01%
51