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
451
$94K 0.02%
3,700
+100
452
$93K 0.02%
325
453
$93K 0.02%
1,066
454
$93K 0.02%
6,750
+1,650
455
$93K 0.02%
3,406
+19
456
$92K 0.02%
472
+42
457
$91K 0.02%
1,459
+100
458
$91K 0.02%
6,827
459
$91K 0.02%
232
-31
460
$90K 0.01%
574
+214
461
$89K 0.01%
1,609
462
$88K 0.01%
1,391
-453
463
$88K 0.01%
1,755
+318
464
$87K 0.01%
433
465
$87K 0.01%
1,813
+1,076
466
$87K 0.01%
525
467
$87K 0.01%
2,499
+1,431
468
$86K 0.01%
1,314
-552
469
$86K 0.01%
294
+80
470
$86K 0.01%
5,652
471
$86K 0.01%
444
472
$85K 0.01%
4,305
+2,125
473
$85K 0.01%
890
+200
474
$85K 0.01%
353
+18
475
$84K 0.01%
126
17 18
19
20 21