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
651
$43K 0.01%
178
652
$43K 0.01%
2,500
653
$42K 0.01%
1,400
+10
654
$42K 0.01%
407
+276
655
$42K 0.01%
546
+1
656
$42K 0.01%
708
657
$41K 0.01%
+475
658
$41K 0.01%
244
659
$41K 0.01%
489
-807
660
$40K 0.01%
203
661
$40K 0.01%
1,988
-250
662
$40K 0.01%
500
663
$40K 0.01%
450
664
$40K 0.01%
694
+185
665
$40K 0.01%
2,085
+585
666
$40K 0.01%
502
-100
667
$40K 0.01%
975
668
$40K 0.01%
1,309
669
$39K 0.01%
2,136
+2
670
$39K 0.01%
900
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671
$39K 0.01%
940
672
$39K 0.01%
4,060
673
$39K 0.01%
1,054
+157
674
$39K 0.01%
1,156
+101
675
$39K 0.01%
2,070
25 26
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