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
XYZ
1726
Block Inc
XYZ
$39.3B
$1.59K ﹤0.01%
22
-575
LBRDA icon
1727
Liberty Broadband Class A
LBRDA
$6.87B
$1.58K ﹤0.01%
25
AVAV icon
1728
AeroVironment
AVAV
$11.9B
$1.57K ﹤0.01%
5
BLD icon
1729
TopBuild
BLD
$12.2B
$1.56K ﹤0.01%
4
STM icon
1730
STMicroelectronics
STM
$23.1B
$1.55K ﹤0.01%
+55
SHLD icon
1731
Global X Defense Tech ETF
SHLD
$4.98B
$1.54K ﹤0.01%
+22
HUYA
1732
Huya Inc
HUYA
$697M
$1.53K ﹤0.01%
460
+174
ST icon
1733
Sensata Technologies
ST
$5.07B
$1.53K ﹤0.01%
50
KOSS icon
1734
Koss Corp
KOSS
$43.3M
$1.52K ﹤0.01%
300
CNRG icon
1735
State Street SPDR S&P Kensho Clean Power ETF
CNRG
$200M
$1.51K ﹤0.01%
18
PRIM icon
1736
Primoris Services
PRIM
$6.82B
$1.51K ﹤0.01%
11
TEF icon
1737
Telefonica
TEF
$24.1B
$1.5K ﹤0.01%
+296
ERIC icon
1738
Ericsson
ERIC
$31.9B
$1.5K ﹤0.01%
+181
BITO icon
1739
ProShares Bitcoin Strategy ETF
BITO
$2.37B
$1.5K ﹤0.01%
76
+10
KOMP icon
1740
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.45B
$1.49K ﹤0.01%
+24
CGUI
1741
Capital Group Ultra Short Income ETF
CGUI
$165M
$1.49K ﹤0.01%
+59
VGM icon
1742
Invesco Trust Investment Grade Municipals
VGM
$560M
$1.48K ﹤0.01%
146
ABG icon
1743
Asbury Automotive
ABG
$4.74B
$1.47K ﹤0.01%
6
OUT icon
1744
Outfront Media
OUT
$3.92B
$1.47K ﹤0.01%
80
CORZW icon
1745
Core Scientific Inc Tranche 1 Warrants
CORZW
$1B
$1.47K ﹤0.01%
126
RMBS icon
1746
Rambus
RMBS
$10.1B
$1.46K ﹤0.01%
14
GL icon
1747
Globe Life
GL
$11.1B
$1.44K ﹤0.01%
10
RNRG icon
1748
Global X Renewable Energy Producers ETF
RNRG
$26.4M
$1.43K ﹤0.01%
45
-140
OXY.WS icon
1749
Occidental Petroleum Corp Warrants
OXY.WS
$18.1B
$1.43K ﹤0.01%
56
PJT icon
1750
PJT Partners
PJT
$4.13B
$1.42K ﹤0.01%
8