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
PLUG icon
1901
Plug Power
PLUG
$3.31B
$606 ﹤0.01%
260
GSSC icon
1902
GS ActiveBeta US Small Cap Equity ETF
GSSC
$752M
$603 ﹤0.01%
8
UFPT icon
1903
UFP Technologies
UFPT
$1.69B
$599 ﹤0.01%
3
DMAR icon
1904
FT Vest US Equity Deep Buffer ETF March
DMAR
$361M
$571 ﹤0.01%
14
PRCT icon
1905
Procept Biorobotics
PRCT
$2B
$571 ﹤0.01%
16
PPC icon
1906
Pilgrim's Pride
PPC
$9.43B
$570 ﹤0.01%
14
MSCI icon
1907
MSCI
MSCI
$41.3B
$567 ﹤0.01%
1
USHY icon
1908
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.5B
$567 ﹤0.01%
15
COLB icon
1909
Columbia Banking Systems
COLB
$8.76B
$566 ﹤0.01%
22
VCEL icon
1910
Vericel Corp
VCEL
$1.85B
$566 ﹤0.01%
18
BFH icon
1911
Bread Financial
BFH
$3.41B
$558 ﹤0.01%
10
HDB icon
1912
HDFC Bank
HDB
$184B
$552 ﹤0.01%
16
AAP icon
1913
Advance Auto Parts
AAP
$2.9B
$544 ﹤0.01%
9
-103
ZVRA icon
1914
Zevra Therapeutics
ZVRA
$477M
$533 ﹤0.01%
56
AVY icon
1915
Avery Dennison
AVY
$14.1B
$492 ﹤0.01%
3
GT icon
1916
Goodyear
GT
$2.5B
$486 ﹤0.01%
65
FCN icon
1917
FTI Consulting
FCN
$5.19B
$485 ﹤0.01%
3
BRBR icon
1918
BellRing Brands
BRBR
$3.91B
$473 ﹤0.01%
13
BMNR
1919
BitMine Immersion Technologies
BMNR
$16B
$467 ﹤0.01%
+9
ETR icon
1920
Entergy
ETR
$41.6B
$466 ﹤0.01%
5
POET icon
1921
POET Technologies
POET
$905M
$465 ﹤0.01%
+84
NWL icon
1922
Newell Brands
NWL
$1.61B
$451 ﹤0.01%
86
FERG icon
1923
Ferguson
FERG
$45.9B
$449 ﹤0.01%
2
W icon
1924
Wayfair
W
$12.9B
$447 ﹤0.01%
5
REZI icon
1925
Resideo Technologies
REZI
$5.36B
$432 ﹤0.01%
10