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
$1.39B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,205
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$13.5M
3
+$13.2M
4
ELCV
Eventide High Dividend ETF
ELCV
+$12.6M
5
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$11.6M

Top Sells

1
+$38.8M
2
+$15.8M
3
+$13.3M
4
BLES icon
Inspire Global Hope ETF
BLES
+$13.2M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$12.4M

Sector Composition

1 Technology 4.65%
2 Consumer Discretionary 2.73%
3 Healthcare 2.32%
4 Industrials 2.12%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IXG icon
1626
iShares Global Financials ETF
IXG
$585M
$2.84K ﹤0.01%
26
+1
TDTF icon
1627
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
$893M
$2.82K ﹤0.01%
117
DUHP icon
1628
Dimensional US High Profitability ETF
DUHP
$9.64B
$2.81K ﹤0.01%
79
PRGS icon
1629
Progress Software
PRGS
$1.8B
$2.81K ﹤0.01%
44
ROST icon
1630
Ross Stores
ROST
$52.2B
$2.81K ﹤0.01%
22
-14
IMFL icon
1631
Invesco International Developed Dynamic Multifactor ETF
IMFL
$608M
$2.8K ﹤0.01%
101
BN icon
1632
Brookfield
BN
$98.8B
$2.78K ﹤0.01%
68
MTCH icon
1633
Match Group
MTCH
$7.62B
$2.72K ﹤0.01%
88
SIRI icon
1634
SiriusXM
SIRI
$7.24B
$2.67K ﹤0.01%
116
CRH icon
1635
CRH
CRH
$73.4B
$2.66K ﹤0.01%
29
-36
ELME
1636
Elme Communities
ELME
$1.48B
$2.65K ﹤0.01%
167
GTY
1637
Getty Realty Corp
GTY
$1.62B
$2.65K ﹤0.01%
96
LW icon
1638
Lamb Weston
LW
$7.94B
$2.63K ﹤0.01%
51
-15
ATMU icon
1639
Atmus Filtration Technologies
ATMU
$3.88B
$2.62K ﹤0.01%
72
-22
RYN icon
1640
Rayonier
RYN
$3.35B
$2.62K ﹤0.01%
118
BILS icon
1641
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.86B
$2.6K ﹤0.01%
26
WCC icon
1642
WESCO International
WCC
$12.5B
$2.59K ﹤0.01%
14
+1
PII icon
1643
Polaris
PII
$3.62B
$2.56K ﹤0.01%
63
-5
BKLN icon
1644
Invesco Senior Loan ETF
BKLN
$6.77B
$2.55K ﹤0.01%
122
OMC icon
1645
Omnicom Group
OMC
$13.9B
$2.52K ﹤0.01%
35
CDW icon
1646
CDW
CDW
$18.9B
$2.51K ﹤0.01%
14
+13
LAR
1647
Lithium Argentina AG
LAR
$726M
$2.5K ﹤0.01%
1,200
SMFG icon
1648
Sumitomo Mitsui Financial
SMFG
$112B
$2.49K ﹤0.01%
165
-181
DECK icon
1649
Deckers Outdoor
DECK
$12.1B
$2.47K ﹤0.01%
24
-24
ALC icon
1650
Alcon
ALC
$38.1B
$2.47K ﹤0.01%
28
-9
64 65
66
67 68