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
276
$232K 0.04%
1,237
277
$229K 0.04%
3,034
-808
278
$225K 0.04%
2,348
+1,647
279
$222K 0.04%
2,841
-769
280
$219K 0.04%
4,169
+527
281
$219K 0.04%
7,734
+32
282
$218K 0.04%
903
283
$215K 0.04%
811
+1
284
$215K 0.04%
2,721
+972
285
$214K 0.04%
3,472
+136
286
$213K 0.04%
2,365
+758
287
$211K 0.03%
6,552
-762
288
$209K 0.03%
699
289
$208K 0.03%
1,078
+49
290
$206K 0.03%
3,512
+1
291
$205K 0.03%
2,768
+282
292
$204K 0.03%
500
293
$204K 0.03%
3,005
+278
294
$203K 0.03%
1,224
+30
295
$203K 0.03%
1,393
+62
296
$202K 0.03%
3,989
+964
297
$200K 0.03%
1,695
298
$200K 0.03%
4,394
+1,498
299
$196K 0.03%
1,370
+128
300
$195K 0.03%
1,125
+175
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