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
701
$35K 0.01%
813
-456
702
$35K 0.01%
+372
703
$34K 0.01%
327
704
$34K 0.01%
1,016
705
$34K 0.01%
1,343
706
$34K 0.01%
466
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707
$34K 0.01%
1,175
708
$34K 0.01%
703
709
$34K 0.01%
1,597
+52
710
$34K 0.01%
+1,661
711
$34K 0.01%
217
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712
$34K 0.01%
1,569
+6
713
$34K 0.01%
546
+3
714
$33K 0.01%
500
-1,148
715
$33K 0.01%
1,000
716
$33K 0.01%
384
-6
717
$33K 0.01%
121
718
$33K 0.01%
123
719
$33K 0.01%
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720
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260
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900
722
$33K 0.01%
1,500
723
$32K 0.01%
413
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724
$32K 0.01%
1,300
725
$32K 0.01%
333
27 28
29
30 31