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 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
EPAM icon
1476
EPAM Systems
EPAM
$7.7B
$5.94K ﹤0.01%
29
XSOE icon
1477
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.89B
$5.88K ﹤0.01%
151
-18
VPL icon
1478
Vanguard FTSE Pacific ETF
VPL
$8.25B
$5.88K ﹤0.01%
65
-77
FLG
1479
Flagstar Bank National Association
FLG
$5.15B
$5.87K ﹤0.01%
466
RVT icon
1480
Royce Value Trust
RVT
$2.06B
$5.84K ﹤0.01%
363
HPE icon
1481
Hewlett Packard
HPE
$28.5B
$5.79K ﹤0.01%
241
HII icon
1482
Huntington Ingalls Industries
HII
$16.4B
$5.78K ﹤0.01%
17
SNY icon
1483
Sanofi
SNY
$106B
$5.77K ﹤0.01%
119
+12
AMG icon
1484
Affiliated Managers Group
AMG
$7.49B
$5.77K ﹤0.01%
20
IGR
1485
CBRE Global Real Estate Income Fund
IGR
$710M
$5.76K ﹤0.01%
1,315
CPT icon
1486
Camden Property Trust
CPT
$10.7B
$5.72K ﹤0.01%
52
OIH icon
1487
VanEck Oil Services ETF
OIH
$2.52B
$5.7K ﹤0.01%
20
VLTO icon
1488
Veralto
VLTO
$22.7B
$5.69K ﹤0.01%
57
QDF icon
1489
FlexShares Quality Dividend Index Fund
QDF
$2.03B
$5.66K ﹤0.01%
70
+53
TLTD icon
1490
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
$617M
$5.66K ﹤0.01%
61
+21
HAL icon
1491
Halliburton
HAL
$30.1B
$5.65K ﹤0.01%
200
+195
IJT icon
1492
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.55B
$5.65K ﹤0.01%
40
GWRS icon
1493
Global Water Resources
GWRS
$220M
$5.63K ﹤0.01%
666
LNT icon
1494
Alliant Energy
LNT
$18.3B
$5.61K ﹤0.01%
86
MT icon
1495
ArcelorMittal
MT
$43.1B
$5.61K ﹤0.01%
123
CNXN icon
1496
PC Connection
CNXN
$1.53B
$5.6K ﹤0.01%
97
LCID icon
1497
Lucid Motors
LCID
$3.5B
$5.6K ﹤0.01%
530
INGR icon
1498
Ingredion
INGR
$7.09B
$5.51K ﹤0.01%
50
BUD icon
1499
AB InBev
BUD
$141B
$5.51K ﹤0.01%
86
+64
SLNZ
1500
TCW Senior Loan ETF
SLNZ
$231M
$5.5K ﹤0.01%
119
+3