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
576
$58K 0.01%
2,235
+304
577
$58K 0.01%
1,054
578
$58K 0.01%
699
579
$58K 0.01%
+1,280
580
$57K 0.01%
499
581
$57K 0.01%
860
582
$57K 0.01%
774
+577
583
$57K 0.01%
2,500
584
$57K 0.01%
693
585
$57K 0.01%
199
586
$56K 0.01%
748
+210
587
$56K 0.01%
1,126
588
$56K 0.01%
704
589
$56K 0.01%
835
+79
590
$56K 0.01%
1,836
+312
591
$56K 0.01%
1,419
592
$55K 0.01%
465
+100
593
$55K 0.01%
+1,350
594
$54K 0.01%
350
595
$54K 0.01%
658
+5
596
$54K 0.01%
+450
597
$54K 0.01%
3,751
+86
598
$54K 0.01%
1,456
599
$54K 0.01%
908
+330
600
$54K 0.01%
2,103
+207
22 23
24
25 26