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
SVAL icon
1626
iShares US Small Cap Value Factor ETF
SVAL
$66.1M
$3.2K ﹤0.01%
95
SLAB icon
1627
Silicon Laboratories
SLAB
$4.42B
$3.15K ﹤0.01%
24
ALSN icon
1628
Allison Transmission
ALSN
$8.27B
$3.14K ﹤0.01%
37
ISTB icon
1629
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.71B
$3.13K ﹤0.01%
64
MTCH icon
1630
Match Group
MTCH
$7.7B
$3.11K ﹤0.01%
88
CRVL icon
1631
CorVel
CRVL
$3.63B
$3.1K ﹤0.01%
40
+21
IEX icon
1632
IDEX
IEX
$13.4B
$3.09K ﹤0.01%
19
MCK icon
1633
McKesson
MCK
$102B
$3.09K ﹤0.01%
4
NUSA icon
1634
Nuveen ESG 1-5 Year US Aggregate Bond ETF
NUSA
$35.1M
$3.07K ﹤0.01%
131
PDSB icon
1635
PDS Biotechnology
PDSB
$50.3M
$3.03K ﹤0.01%
3,000
LOWV icon
1636
AB US Low Volatility Equity ETF
LOWV
$163M
$2.99K ﹤0.01%
+38
FER icon
1637
Ferrovial SE
FER
$48.3B
$2.99K ﹤0.01%
+51
IXG icon
1638
iShares Global Financials ETF
IXG
$647M
$2.99K ﹤0.01%
26
DUHP icon
1639
Dimensional US High Profitability ETF
DUHP
$10.2B
$2.98K ﹤0.01%
79
WCC icon
1640
WESCO International
WCC
$12.6B
$2.96K ﹤0.01%
14
LW icon
1641
Lamb Weston
LW
$8.29B
$2.95K ﹤0.01%
51
IXUS icon
1642
iShares Core MSCI Total International Stock ETF
IXUS
$51.7B
$2.89K ﹤0.01%
35
+14
OMC icon
1643
Omnicom Group
OMC
$25.5B
$2.85K ﹤0.01%
35
ELME
1644
Elme Communities
ELME
$1.53B
$2.82K ﹤0.01%
167
INVH icon
1645
Invitation Homes
INVH
$16.5B
$2.82K ﹤0.01%
96
-5
FSMB icon
1646
First Trust Short Duration Managed Municipal ETF
FSMB
$497M
$2.81K ﹤0.01%
140
-2,539
IMFL icon
1647
Invesco International Developed Dynamic Multifactor ETF
IMFL
$675M
$2.8K ﹤0.01%
101
MPWR icon
1648
Monolithic Power Systems
MPWR
$45.5B
$2.76K ﹤0.01%
3
ACI icon
1649
Albertsons Companies
ACI
$9.52B
$2.73K ﹤0.01%
156
TRP icon
1650
TC Energy
TRP
$57B
$2.72K ﹤0.01%
50