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
LNC icon
1526
Lincoln National
LNC
$7.99B
$5.02K ﹤0.01%
145
+5
+4% +$173
HUBS icon
1527
HubSpot
HUBS
$25.9B
$5.01K ﹤0.01%
9
-1
-10% -$557
COHR icon
1528
Coherent
COHR
$16B
$5K ﹤0.01%
56
+27
+93% +$2.41K
LUMN icon
1529
Lumen
LUMN
$6.21B
$4.97K ﹤0.01%
1,135
PNQI icon
1530
Invesco NASDAQ Internet ETF
PNQI
$812M
$4.96K ﹤0.01%
95
RGA icon
1531
Reinsurance Group of America
RGA
$12.7B
$4.96K ﹤0.01%
25
-19
-43% -$3.77K
VMC icon
1532
Vulcan Materials
VMC
$39B
$4.96K ﹤0.01%
19
+1
+6% +$261
FLG
1533
Flagstar Financial, Inc.
FLG
$5.27B
$4.94K ﹤0.01%
466
+1
+0.2% +$11
APTV icon
1534
Aptiv
APTV
$18B
$4.91K ﹤0.01%
72
WCN icon
1535
Waste Connections
WCN
$45.3B
$4.86K ﹤0.01%
+26
New +$4.86K
IDXX icon
1536
Idexx Laboratories
IDXX
$51.3B
$4.83K ﹤0.01%
9
-9
-50% -$4.83K
DFAU icon
1537
Dimensional US Core Equity Market ETF
DFAU
$9.23B
$4.82K ﹤0.01%
114
-8,224
-99% -$347K
DXCM icon
1538
DexCom
DXCM
$29.9B
$4.8K ﹤0.01%
55
-140
-72% -$12.2K
USFR icon
1539
WisdomTree Floating Rate Treasury Fund
USFR
$18.8B
$4.78K ﹤0.01%
95
-151
-61% -$7.6K
TFLO icon
1540
iShares Treasury Floating Rate Bond ETF
TFLO
$6.66B
$4.76K ﹤0.01%
94
-71
-43% -$3.6K
AAPU icon
1541
Direxion Daily AAPL Bull 2X Shares
AAPU
$197M
$4.72K ﹤0.01%
215
+1
+0.5% +$22
ADX icon
1542
Adams Diversified Equity Fund
ADX
$2.65B
$4.71K ﹤0.01%
217
-997
-82% -$21.6K
IBTM icon
1543
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$333M
$4.65K ﹤0.01%
202
OIH icon
1544
VanEck Oil Services ETF
OIH
$850M
$4.61K ﹤0.01%
20
DES icon
1545
WisdomTree US SmallCap Dividend Fund
DES
$1.9B
$4.61K ﹤0.01%
145
-54
-27% -$1.72K
TDG icon
1546
TransDigm Group
TDG
$71.6B
$4.56K ﹤0.01%
3
EBTC
1547
DELISTED
Enterprise Bancorp
EBTC
$4.56K ﹤0.01%
115
-49
-30% -$1.94K
DNL icon
1548
WisdomTree Global ex-US Quality Dividend Growth Fund
DNL
$500M
$4.51K ﹤0.01%
112
OMFL icon
1549
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$5.02B
$4.51K ﹤0.01%
78
J icon
1550
Jacobs Solutions
J
$17.5B
$4.47K ﹤0.01%
34
-17
-33% -$2.24K