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
TER icon
1776
Teradyne
TER
$30.3B
$1.24K ﹤0.01%
9
DDS icon
1777
Dillards
DDS
$10.6B
$1.23K ﹤0.01%
2
ICLR icon
1778
Icon
ICLR
$14.2B
$1.23K ﹤0.01%
7
SOHO
1779
Sotherly Hotels
SOHO
$44.9M
$1.22K ﹤0.01%
1,500
SUSB icon
1780
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.05B
$1.22K ﹤0.01%
48
-1,488
TILT icon
1781
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
$1.86B
$1.21K ﹤0.01%
5
SLF icon
1782
Sun Life Financial
SLF
$33.7B
$1.2K ﹤0.01%
+20
TD icon
1783
Toronto Dominion Bank
TD
$154B
$1.2K ﹤0.01%
+15
NEOG icon
1784
Neogen
NEOG
$1.49B
$1.19K ﹤0.01%
209
MFG icon
1785
Mizuho Financial
MFG
$91.4B
$1.19K ﹤0.01%
+177
LBTYK icon
1786
Liberty Global Class C
LBTYK
$3.73B
$1.18K ﹤0.01%
100
HOLX icon
1787
Hologic
HOLX
$16.7B
$1.15K ﹤0.01%
17
TRMB icon
1788
Trimble
TRMB
$19.1B
$1.14K ﹤0.01%
14
NPO icon
1789
Enpro
NPO
$4.61B
$1.13K ﹤0.01%
5
RIO icon
1790
Rio Tinto
RIO
$123B
$1.13K ﹤0.01%
17
+12
EEMA icon
1791
iShares MSCI Emerging Markets Asia ETF
EEMA
$1.54B
$1.1K ﹤0.01%
12
SCWO icon
1792
374Water
SCWO
$47.1M
$1.09K ﹤0.01%
3,800
CNM icon
1793
Core & Main
CNM
$10.6B
$1.08K ﹤0.01%
20
BCE icon
1794
BCE
BCE
$22.1B
$1.07K ﹤0.01%
46
NAKA
1795
Kindly MD
NAKA
$269M
$1.07K ﹤0.01%
+1,000
SNN icon
1796
Smith & Nephew
SNN
$13.8B
$1.05K ﹤0.01%
29
+22
POLE
1797
Andretti Acquisition Corp II
POLE
$310M
$1.05K ﹤0.01%
100
MOG.A icon
1798
Moog Inc Class A
MOG.A
$7.73B
$1.04K ﹤0.01%
5
HLI icon
1799
Houlihan Lokey
HLI
$12.6B
$1.03K ﹤0.01%
5
IQ icon
1800
iQIYI
IQ
$1.88B
$1.02K ﹤0.01%
400