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
SMOT icon
1826
VanEck Morningstar SMID Moat ETF
SMOT
$445M
$800 ﹤0.01%
+23
New +$800
CFLT icon
1827
Confluent
CFLT
$6.71B
$798 ﹤0.01%
32
-5
-14% -$125
BCPC
1828
Balchem Corporation
BCPC
$5.05B
$796 ﹤0.01%
5
-6
-55% -$955
EQIX icon
1829
Equinix
EQIX
$76.4B
$795 ﹤0.01%
+1
New +$795
FMS icon
1830
Fresenius Medical Care
FMS
$14.6B
$787 ﹤0.01%
28
-36
-56% -$1.01K
ACT icon
1831
Enact Holdings
ACT
$5.71B
$780 ﹤0.01%
21
AMTM
1832
Amentum Holdings, Inc.
AMTM
$5.78B
$779 ﹤0.01%
33
+1
+3% +$24
ABCB icon
1833
Ameris Bancorp
ABCB
$5.07B
$776 ﹤0.01%
12
CWH icon
1834
Camping World
CWH
$1.06B
$774 ﹤0.01%
45
PEN icon
1835
Penumbra
PEN
$10.6B
$770 ﹤0.01%
3
-18
-86% -$4.62K
VCEL icon
1836
Vericel Corp
VCEL
$1.69B
$766 ﹤0.01%
18
FMAR icon
1837
FT Vest US Equity Buffer ETF March
FMAR
$883M
$762 ﹤0.01%
17
FLO icon
1838
Flowers Foods
FLO
$3.02B
$760 ﹤0.01%
48
+1
+2% +$16
BRBR icon
1839
BellRing Brands
BRBR
$4.63B
$753 ﹤0.01%
13
-7
-35% -$405
ELF icon
1840
e.l.f. Beauty
ELF
$7.83B
$747 ﹤0.01%
6
TEVA icon
1841
Teva Pharmaceuticals
TEVA
$22.8B
$737 ﹤0.01%
44
KNF icon
1842
Knife River
KNF
$4.45B
$735 ﹤0.01%
9
-15
-63% -$1.23K
COLM icon
1843
Columbia Sportswear
COLM
$3.01B
$733 ﹤0.01%
12
-14
-54% -$855
UFPT icon
1844
UFP Technologies
UFPT
$1.55B
$732 ﹤0.01%
3
VTS icon
1845
Vitesse Energy
VTS
$999M
$729 ﹤0.01%
33
BF.B icon
1846
Brown-Forman Class B
BF.B
$12.9B
$727 ﹤0.01%
+27
New +$727
AOS icon
1847
A.O. Smith
AOS
$10.2B
$725 ﹤0.01%
+11
New +$725
YETI icon
1848
Yeti Holdings
YETI
$2.88B
$725 ﹤0.01%
23
+5
+28% +$158
FMX icon
1849
Fomento Económico Mexicano
FMX
$30.1B
$721 ﹤0.01%
7
CENTA icon
1850
Central Garden & Pet Class A
CENTA
$2.07B
$720 ﹤0.01%
23