CFD
Creative Financial Designs Portfolio holdings
AUM
$1.49B
1-Year Est. Return
10.93%
This Fund
S&P 500
1 Year Est. Return
+10.93%
AUM
$604M
AUM Growth
+$27.8M
(+4.8%)
Holding
1,491
Top Buys
| 1 | +$4.9M | |
| 2 | +$3.76M | |
| 3 | +$3.66M | |
| 4 |
iShares Morningstar Mid-Cap Growth ETF
IMCG
|
+$2.57M |
| 5 |
iShares Core S&P US Value ETF
IUSV
|
+$1.59M |
Top Sells
| 1 | +$6.7M | |
| 2 | +$1.96M | |
| 3 | +$1.11M | |
| 4 |
iShares Expanded Tech Sector ETF
IGM
|
+$684K |
| 5 |
Paychex
PAYX
|
+$524K |
Sector Composition
| 1 | Technology | 4.84% |
| 2 | Consumer Discretionary | 3.28% |
| 3 | Financials | 2.89% |
| 4 | Industrials | 2.56% |
| 5 | Healthcare | 2.24% |