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
676
$39K 0.01%
68
+23
677
$38K 0.01%
469
+152
678
$38K 0.01%
16
679
$38K 0.01%
1,500
680
$38K 0.01%
470
681
$38K 0.01%
+247
682
$38K 0.01%
3,229
683
$37K 0.01%
615
+532
684
$37K 0.01%
996
685
$37K 0.01%
650
686
$37K 0.01%
450
687
$36K 0.01%
384
688
$36K 0.01%
108
-5
689
$36K 0.01%
675
690
$36K 0.01%
124
-7
691
$36K 0.01%
219
+100
692
$36K 0.01%
2,876
+300
693
$36K 0.01%
283
694
$36K 0.01%
1,112
695
$36K 0.01%
212
696
$35K 0.01%
915
697
$35K 0.01%
435
698
$35K 0.01%
3,246
+46
699
$35K 0.01%
285
700
$35K 0.01%
1,400
26 27
28
29 30