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
DFAI icon
1701
Dimensional International Core Equity Market ETF
DFAI
$11.4B
$1.79K ﹤0.01%
52
-3,032
-98% -$104K
PENN icon
1702
PENN Entertainment
PENN
$2.87B
$1.79K ﹤0.01%
100
DBX icon
1703
Dropbox
DBX
$8.35B
$1.77K ﹤0.01%
62
-5
-7% -$143
ACLS icon
1704
Axcelis
ACLS
$2.68B
$1.74K ﹤0.01%
25
NNE
1705
Nano Nuclear Energy
NNE
$1.37B
$1.73K ﹤0.01%
50
TTE icon
1706
TotalEnergies
TTE
$133B
$1.72K ﹤0.01%
28
-20
-42% -$1.23K
DBEF icon
1707
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.01B
$1.71K ﹤0.01%
39
TDTT icon
1708
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.76B
$1.7K ﹤0.01%
+70
New +$1.7K
AVB icon
1709
AvalonBay Communities
AVB
$27.9B
$1.63K ﹤0.01%
8
+1
+14% +$204
IXUS icon
1710
iShares Core MSCI Total International Stock ETF
IXUS
$49B
$1.62K ﹤0.01%
+21
New +$1.62K
SPTM icon
1711
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.4B
$1.61K ﹤0.01%
22
+1
+5% +$73
WAFD icon
1712
WaFd
WAFD
$2.47B
$1.61K ﹤0.01%
55
ARKQ icon
1713
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.34B
$1.61K ﹤0.01%
18
GRBK icon
1714
Green Brick Partners
GRBK
$3.22B
$1.57K ﹤0.01%
25
-266
-91% -$16.7K
RHI icon
1715
Robert Half
RHI
$3.64B
$1.56K ﹤0.01%
38
KOSS icon
1716
Koss Corp
KOSS
$53.6M
$1.53K ﹤0.01%
300
BUD icon
1717
AB InBev
BUD
$114B
$1.51K ﹤0.01%
22
FTC icon
1718
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.26B
$1.51K ﹤0.01%
+10
New +$1.51K
ST icon
1719
Sensata Technologies
ST
$4.57B
$1.51K ﹤0.01%
50
E icon
1720
ENI
E
$52.4B
$1.49K ﹤0.01%
46
+22
+92% +$713
GDXJ icon
1721
VanEck Junior Gold Miners ETF
GDXJ
$7.54B
$1.49K ﹤0.01%
+22
New +$1.49K
SFM icon
1722
Sprouts Farmers Market
SFM
$13.3B
$1.48K ﹤0.01%
9
-31
-78% -$5.11K
AVDE icon
1723
Avantis International Equity ETF
AVDE
$8.97B
$1.48K ﹤0.01%
+20
New +$1.48K
NAK
1724
Northern Dynasty Minerals
NAK
$443M
$1.47K ﹤0.01%
1,100
TREX icon
1725
Trex
TREX
$6.49B
$1.47K ﹤0.01%
+27
New +$1.47K