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
601
$53K 0.01%
1,000
602
$52K 0.01%
85
603
$52K 0.01%
423
-149
604
$52K 0.01%
801
-92
605
$51K 0.01%
1,018
606
$51K 0.01%
507
-63
607
$51K 0.01%
590
+48
608
$51K 0.01%
1,830
+300
609
$51K 0.01%
1,046
610
$50K 0.01%
1,308
611
$50K 0.01%
900
612
$50K 0.01%
207
613
$50K 0.01%
585
614
$50K 0.01%
780
615
$50K 0.01%
1,039
616
$49K 0.01%
557
617
$49K 0.01%
86
-4
618
$49K 0.01%
292
+181
619
$49K 0.01%
91
620
$49K 0.01%
6,064
-419
621
$48K 0.01%
1,500
622
$48K 0.01%
1,155
+456
623
$48K 0.01%
1,848
624
$48K 0.01%
1,145
+445
625
$48K 0.01%
1,002
+400
23 24
25
26 27