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
401
$123K 0.02%
1,061
+78
402
$123K 0.02%
2,685
+1,062
403
$123K 0.02%
10,941
+2,475
404
$122K 0.02%
2,074
+828
405
$121K 0.02%
550
-115
406
$121K 0.02%
1,752
-4,105
407
$121K 0.02%
13,942
-25
408
$121K 0.02%
101
+3
409
$121K 0.02%
5,893
-835
410
$120K 0.02%
13,224
+215
411
$120K 0.02%
1,817
+263
412
$119K 0.02%
1,247
+13
413
$118K 0.02%
895
-37
414
$118K 0.02%
1,050
-4,664
415
$117K 0.02%
3,625
+185
416
$116K 0.02%
3,694
+209
417
$116K 0.02%
2,067
-717
418
$116K 0.02%
2,768
+506
419
$116K 0.02%
5,301
+1,801
420
$115K 0.02%
686
+10
421
$113K 0.02%
4,160
+558
422
$113K 0.02%
14,944
+545
423
$113K 0.02%
748
424
$111K 0.02%
1,645
+302
425
$110K 0.02%
3,139
15 16
17
18 19