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
PRGS icon
1701
Progress Software
PRGS
$1.92B
$1.93K ﹤0.01%
44
SWKS icon
1702
Skyworks Solutions
SWKS
$10B
$1.93K ﹤0.01%
25
LAD icon
1703
Lithia Motors
LAD
$8.35B
$1.9K ﹤0.01%
6
DFAI icon
1704
Dimensional International Core Equity Market ETF
DFAI
$12.5B
$1.89K ﹤0.01%
52
CORZZ icon
1705
Core Scientific Inc Tranche 2 Warrants
CORZZ
$1.34B
$1.88K ﹤0.01%
105
DBX icon
1706
Dropbox
DBX
$7.09B
$1.87K ﹤0.01%
62
LNN icon
1707
Lindsay Corp
LNN
$1.3B
$1.86K ﹤0.01%
13
GRBK icon
1708
Green Brick Partners
GRBK
$2.92B
$1.85K ﹤0.01%
25
SHAG icon
1709
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
$76.9M
$1.82K ﹤0.01%
38
DBEF icon
1710
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.49B
$1.81K ﹤0.01%
39
CTEC icon
1711
Global X CleanTech ETF
CTEC
$29.9M
$1.81K ﹤0.01%
36
-145
JHX icon
1712
James Hardie Industries
JHX
$11.9B
$1.81K ﹤0.01%
+94
BLKB icon
1713
Blackbaud
BLKB
$3.01B
$1.8K ﹤0.01%
28
ALLE icon
1714
Allegion
ALLE
$13.8B
$1.77K ﹤0.01%
+10
LGND icon
1715
Ligand Pharmaceuticals
LGND
$3.73B
$1.77K ﹤0.01%
10
SPTM icon
1716
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.7B
$1.74K ﹤0.01%
22
XRPI
1717
Volatility Shares Trust XRP ETF
XRPI
$156M
$1.74K ﹤0.01%
+100
FMS icon
1718
Fresenius Medical Care
FMS
$13.7B
$1.73K ﹤0.01%
66
+38
TTE icon
1719
TotalEnergies
TTE
$141B
$1.67K ﹤0.01%
28
WAFD icon
1720
WaFd
WAFD
$2.52B
$1.67K ﹤0.01%
55
HYDR icon
1721
Global X Hydrogen ETF
HYDR
$58.4M
$1.65K ﹤0.01%
48
BMI icon
1722
Badger Meter
BMI
$5.45B
$1.61K ﹤0.01%
9
FTC icon
1723
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.26B
$1.61K ﹤0.01%
10
E icon
1724
ENI
E
$55.9B
$1.61K ﹤0.01%
46
NVMI icon
1725
Nova
NVMI
$9.37B
$1.6K ﹤0.01%
5
+1