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
351
$160K 0.03%
1,448
-8
352
$160K 0.03%
457
+340
353
$160K 0.03%
2,511
+343
354
$159K 0.03%
3,013
+63
355
$157K 0.03%
4,295
-2,659
356
$157K 0.03%
476
357
$155K 0.03%
629
-120
358
$155K 0.03%
449
+42
359
$155K 0.03%
1,405
360
$154K 0.03%
2,496
-63
361
$153K 0.03%
6,015
362
$153K 0.03%
8,500
363
$153K 0.03%
4,734
-1,675
364
$152K 0.03%
1,370
+350
365
$150K 0.02%
2,056
+30
366
$149K 0.02%
5,453
-581
367
$149K 0.02%
1,734
+22
368
$148K 0.02%
542
+154
369
$148K 0.02%
14,261
+255
370
$147K 0.02%
3,581
-290
371
$147K 0.02%
4,535
+75
372
$145K 0.02%
3,019
+925
373
$145K 0.02%
438
-6
374
$145K 0.02%
3,848
-1,358
375
$145K 0.02%
1,818
+18
13 14
15
16 17