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CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.59B
AUM Growth
+$98.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,166
New
Increased
Reduced
Closed

Top Sells

1 +$8.35M
2 +$4.12M
3 +$3.18M
4
WWJD icon
Inspire International ETF
WWJD
+$3.07M
5
HPK icon
HighPeak Energy
HPK
+$2.87M

Sector Composition

1 Technology 4.89%
2 Healthcare 2.63%
3 Consumer Discretionary 2.56%
4 Industrials 1.8%
5 Financials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TRMB icon
1776
Trimble
TRMB
$12.3B
$1.1K ﹤0.01%
14
BCE icon
1777
BCE
BCE
$22.9B
$1.09K ﹤0.01%
46
CM icon
1778
Canadian Imperial Bank of Commerce
CM
$101B
$1.09K ﹤0.01%
12
METC icon
1779
Ramaco Resources Class A
METC
$965M
$1.08K ﹤0.01%
60
OXY.WS icon
1780
Occidental Petroleum Corp Warrants
OXY.WS
$32.5B
$1.08K ﹤0.01%
56
NPO icon
1781
Enpro
NPO
$6.96B
$1.07K ﹤0.01%
5
CORZW icon
1782
Core Scientific Inc Tranche 1 Warrants
CORZW
$1.99B
$1.07K ﹤0.01%
126
BOOT icon
1783
Boot Barn
BOOT
$5.18B
$1.06K ﹤0.01%
6
POLE
1784
Andretti Acquisition Corp II
POLE
$317M
$1.05K ﹤0.01%
100
LUMN icon
1785
Lumen
LUMN
$8.73B
$1.05K ﹤0.01%
135
CNM icon
1786
Core & Main
CNM
$9.91B
$1.04K ﹤0.01%
20
WS icon
1787
Worthington Steel
WS
$2.13B
$1.04K ﹤0.01%
+30
TEF
1788
DELISTED
Telefonica
TEF
$1.02K ﹤0.01%
253
-43
TDY icon
1789
Teledyne Technologies
TDY
$28.7B
$1.02K ﹤0.01%
2
-8
YETI icon
1790
Yeti Holdings
YETI
$3.73B
$1.02K ﹤0.01%
23
SN icon
1791
SharkNinja
SN
$18.2B
$1.01K ﹤0.01%
9
TXRH icon
1792
Texas Roadhouse
TXRH
$10.8B
$996 ﹤0.01%
6
BRKR icon
1793
Bruker
BRKR
$8.71B
$989 ﹤0.01%
21
CFLT
1794
DELISTED
Confluent
CFLT
$968 ﹤0.01%
32
RIO icon
1795
Rio Tinto
RIO
$165B
$960 ﹤0.01%
12
-5
AMTM
1796
Amentum Holdings
AMTM
$5.5B
$957 ﹤0.01%
33
GMAB icon
1797
Genmab
GMAB
$15.4B
$955 ﹤0.01%
31
ESGD icon
1798
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.5B
$951 ﹤0.01%
10
NEO icon
1799
NeoGenomics
NEO
$1.49B
$941 ﹤0.01%
80
ALGN icon
1800
Align Technology
ALGN
$12.8B
$937 ﹤0.01%
6