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
IXG icon
1626
iShares Global Financials ETF
IXG
$581M
$2.84K ﹤0.01%
26
+1
+4% +$109
TDTF icon
1627
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
$889M
$2.82K ﹤0.01%
117
DUHP icon
1628
Dimensional US High Profitability ETF
DUHP
$9.42B
$2.81K ﹤0.01%
79
PRGS icon
1629
Progress Software
PRGS
$1.81B
$2.81K ﹤0.01%
44
ROST icon
1630
Ross Stores
ROST
$48.4B
$2.81K ﹤0.01%
22
-14
-39% -$1.79K
IMFL icon
1631
Invesco International Developed Dynamic Multifactor ETF
IMFL
$578M
$2.8K ﹤0.01%
101
BN icon
1632
Brookfield
BN
$101B
$2.78K ﹤0.01%
45
MTCH icon
1633
Match Group
MTCH
$9.06B
$2.72K ﹤0.01%
88
SIRI icon
1634
SiriusXM
SIRI
$7.87B
$2.67K ﹤0.01%
116
CRH icon
1635
CRH
CRH
$76.3B
$2.66K ﹤0.01%
29
-36
-55% -$3.31K
ELME
1636
Elme Communities
ELME
$1.51B
$2.66K ﹤0.01%
167
GTY
1637
Getty Realty Corp
GTY
$1.6B
$2.65K ﹤0.01%
96
LW icon
1638
Lamb Weston
LW
$7.87B
$2.63K ﹤0.01%
51
-15
-23% -$774
ATMU icon
1639
Atmus Filtration Technologies
ATMU
$3.82B
$2.62K ﹤0.01%
72
-22
-23% -$801
RYN icon
1640
Rayonier
RYN
$4.06B
$2.62K ﹤0.01%
118
BILS icon
1641
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.85B
$2.6K ﹤0.01%
26
WCC icon
1642
WESCO International
WCC
$10.5B
$2.59K ﹤0.01%
14
+1
+8% +$185
PII icon
1643
Polaris
PII
$3.26B
$2.56K ﹤0.01%
63
-5
-7% -$203
BKLN icon
1644
Invesco Senior Loan ETF
BKLN
$6.88B
$2.55K ﹤0.01%
122
OMC icon
1645
Omnicom Group
OMC
$14.9B
$2.52K ﹤0.01%
35
CDW icon
1646
CDW
CDW
$21.6B
$2.51K ﹤0.01%
14
+13
+1,300% +$2.33K
LAR
1647
Lithium Argentina AG
LAR
$490M
$2.5K ﹤0.01%
1,200
SMFG icon
1648
Sumitomo Mitsui Financial
SMFG
$107B
$2.49K ﹤0.01%
165
-181
-52% -$2.74K
DECK icon
1649
Deckers Outdoor
DECK
$17.6B
$2.47K ﹤0.01%
24
-24
-50% -$2.47K
ALC icon
1650
Alcon
ALC
$38.8B
$2.47K ﹤0.01%
28
-9
-24% -$795