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
476
$84K 0.01%
729
477
$84K 0.01%
1,724
478
$84K 0.01%
582
+106
479
$84K 0.01%
233
+4
480
$84K 0.01%
2,021
-5,598
481
$84K 0.01%
1,776
482
$83K 0.01%
565
483
$83K 0.01%
2,083
484
$83K 0.01%
531
+114
485
$83K 0.01%
1,314
+86
486
$81K 0.01%
543
487
$81K 0.01%
2,000
488
$81K 0.01%
5,195
489
$81K 0.01%
3,183
+360
490
$81K 0.01%
1,666
+4
491
$80K 0.01%
129
492
$80K 0.01%
2,000
-250
493
$80K 0.01%
1,184
494
$80K 0.01%
636
-2,871
495
$79K 0.01%
454
496
$79K 0.01%
1,492
+595
497
$79K 0.01%
3,639
-450
498
$79K 0.01%
2,013
499
$79K 0.01%
643
500
$78K 0.01%
1,899
18 19
20
21 22