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
526
$70K 0.01%
500
+100
527
$70K 0.01%
144
528
$70K 0.01%
996
-36
529
$69K 0.01%
257
530
$69K 0.01%
612
531
$69K 0.01%
462
532
$68K 0.01%
487
-50
533
$68K 0.01%
400
534
$68K 0.01%
2,740
-1,240
535
$68K 0.01%
1,560
-956
536
$68K 0.01%
702
+1
537
$68K 0.01%
3,165
538
$67K 0.01%
814
+66
539
$67K 0.01%
990
+140
540
$66K 0.01%
+2,300
541
$66K 0.01%
1,500
542
$66K 0.01%
686
+167
543
$66K 0.01%
1,724
544
$65K 0.01%
194
+8
545
$65K 0.01%
2,604
+404
546
$65K 0.01%
961
+71
547
$65K 0.01%
1,667
+664
548
$64K 0.01%
86
549
$64K 0.01%
2,176
-1,100
550
$64K 0.01%
2,217
+1,902
20 21
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