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
376
$144K 0.02%
2,610
+10
377
$144K 0.02%
4,507
+420
378
$143K 0.02%
937
+70
379
$142K 0.02%
1,438
+43
380
$139K 0.02%
1,429
381
$139K 0.02%
1,656
+1
382
$139K 0.02%
1,272
-229
383
$139K 0.02%
224
+2
384
$137K 0.02%
609
+114
385
$136K 0.02%
3,211
+78
386
$136K 0.02%
8,384
+117
387
$136K 0.02%
1,215
-270
388
$135K 0.02%
1,480
389
$134K 0.02%
798
+61
390
$134K 0.02%
2,085
-238
391
$134K 0.02%
1,188
+177
392
$133K 0.02%
1,111
393
$132K 0.02%
3,118
+1,194
394
$132K 0.02%
473
395
$131K 0.02%
2,251
+35
396
$128K 0.02%
1,387
-104
397
$127K 0.02%
3,057
-1,120
398
$127K 0.02%
8,900
399
$126K 0.02%
6,000
400
$125K 0.02%
+2,085
14 15
16
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