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
NCNO icon
1651
nCino
NCNO
$2.81B
$2.71K ﹤0.01%
+100
DOX icon
1652
Amdocs
DOX
$8.59B
$2.71K ﹤0.01%
33
OUST icon
1653
Ouster
OUST
$1.33B
$2.71K ﹤0.01%
100
SIRI icon
1654
SiriusXM
SIRI
$7.25B
$2.7K ﹤0.01%
116
EVR icon
1655
Evercore
EVR
$13B
$2.7K ﹤0.01%
8
TDW icon
1656
Tidewater
TDW
$2.8B
$2.67K ﹤0.01%
50
CHRW icon
1657
C.H. Robinson
CHRW
$18.6B
$2.65K ﹤0.01%
20
VSCO icon
1658
Victoria's Secret
VSCO
$4.4B
$2.63K ﹤0.01%
97
BILS icon
1659
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.88B
$2.63K ﹤0.01%
26
GTY
1660
Getty Realty Corp
GTY
$1.66B
$2.58K ﹤0.01%
96
BKLN icon
1661
Invesco Senior Loan ETF
BKLN
$6.6B
$2.55K ﹤0.01%
122
DCI icon
1662
Donaldson
DCI
$10.7B
$2.54K ﹤0.01%
31
-64
HMC icon
1663
Honda
HMC
$40.4B
$2.54K ﹤0.01%
82
+42
VTRS icon
1664
Viatris
VTRS
$13.4B
$2.54K ﹤0.01%
256
UBOT icon
1665
Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 2X Shares
UBOT
$32.3M
$2.5K ﹤0.01%
100
SPEU icon
1666
SPDR Portfolio Europe ETF
SPEU
$732M
$2.49K ﹤0.01%
50
-60
MTD icon
1667
Mettler-Toledo International
MTD
$28.9B
$2.46K ﹤0.01%
2
ACLS icon
1668
Axcelis
ACLS
$2.7B
$2.44K ﹤0.01%
25
DECK icon
1669
Deckers Outdoor
DECK
$15.2B
$2.43K ﹤0.01%
24
NMR icon
1670
Nomura Holdings
NMR
$24.6B
$2.42K ﹤0.01%
+333
PEGA icon
1671
Pegasystems
PEGA
$9.91B
$2.42K ﹤0.01%
42
VNQI icon
1672
Vanguard Global ex-US Real Estate ETF
VNQI
$3.57B
$2.39K ﹤0.01%
50
VRIG icon
1673
Invesco Variable Rate Investment Grade ETF
VRIG
$1.37B
$2.38K ﹤0.01%
95
AEG icon
1674
Aegon
AEG
$12B
$2.28K ﹤0.01%
+285
SYF icon
1675
Synchrony
SYF
$30B
$2.27K ﹤0.01%
32