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
501
$78K 0.01%
298
502
$77K 0.01%
882
503
$77K 0.01%
2,299
-300
504
$77K 0.01%
482
-89
505
$77K 0.01%
+1,420
506
$76K 0.01%
1,350
507
$76K 0.01%
+2,685
508
$76K 0.01%
1,591
+986
509
$76K 0.01%
1,840
+47
510
$75K 0.01%
909
+24
511
$75K 0.01%
+708
512
$75K 0.01%
526
-26
513
$74K 0.01%
19,757
+284
514
$74K 0.01%
149
+80
515
$74K 0.01%
3,715
+1,012
516
$74K 0.01%
172
517
$73K 0.01%
240
+60
518
$72K 0.01%
379
519
$72K 0.01%
1,209
520
$72K 0.01%
2,632
+5
521
$71K 0.01%
368
522
$71K 0.01%
774
523
$71K 0.01%
341
524
$71K 0.01%
1,081
+433
525
$71K 0.01%
490
19 20
21
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