CFD

Creative Financial Designs Portfolio holdings

AUM $1.39B
1-Year Est. Return 10.76%
This Quarter Est. Return
1 Year Est. Return
+10.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$604M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,491
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$3.76M
3
+$3.66M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$2.57M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.59M

Top Sells

1
+$6.7M
2
+$1.96M
3
+$1.11M
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$684K
5
PAYX icon
Paychex
PAYX
+$524K

Sector Composition

1 Technology 4.85%
2 Consumer Discretionary 3.28%
3 Financials 2.88%
4 Industrials 2.56%
5 Healthcare 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$332K 0.05%
5,447
+1,016
227
$328K 0.05%
6,734
+394
228
$324K 0.05%
1,803
+14
229
$323K 0.05%
9,383
+883
230
$322K 0.05%
3,160
-15
231
$321K 0.05%
3,759
+1
232
$320K 0.05%
1,759
-15
233
$319K 0.05%
10,896
+1,314
234
$318K 0.05%
4,927
+215
235
$317K 0.05%
7,372
+905
236
$315K 0.05%
7,692
+196
237
$313K 0.05%
5,304
+286
238
$313K 0.05%
8,612
+3,854
239
$312K 0.05%
1,389
-100
240
$307K 0.05%
6,672
+544
241
$305K 0.05%
2,017
+39
242
$302K 0.05%
7,753
+782
243
$301K 0.05%
2,288
+1,024
244
$300K 0.05%
5,444
-77
245
$298K 0.05%
1,362
+476
246
$298K 0.05%
16,330
+6,825
247
$297K 0.05%
3,408
-977
248
$296K 0.05%
3,769
+42
249
$292K 0.05%
3,422
-106
250
$287K 0.05%
2,792
-35
8 9
10
11 12