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
551
$63K 0.01%
778
552
$63K 0.01%
1,196
+99
553
$62K 0.01%
372
+8
554
$62K 0.01%
1,044
+355
555
$62K 0.01%
550
556
$62K 0.01%
390
+65
557
$62K 0.01%
559
558
$61K 0.01%
1,752
559
$61K 0.01%
531
+154
560
$61K 0.01%
948
561
$61K 0.01%
1,545
-350
562
$61K 0.01%
685
+50
563
$61K 0.01%
3,150
+390
564
$61K 0.01%
1,182
-297
565
$61K 0.01%
1,009
566
$61K 0.01%
2,076
567
$60K 0.01%
588
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568
$60K 0.01%
688
569
$60K 0.01%
2,389
570
$58K 0.01%
169
571
$58K 0.01%
1,302
-90
572
$58K 0.01%
1,568
+200
573
$58K 0.01%
1,347
-325
574
$58K 0.01%
716
575
$58K 0.01%
146
21 22
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