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
726
$32K 0.01%
533
+455
727
$32K 0.01%
456
728
$32K 0.01%
604
-100
729
$32K 0.01%
466
730
$32K 0.01%
1,750
+725
731
$32K 0.01%
356
732
$32K 0.01%
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733
$32K 0.01%
216
734
$32K 0.01%
278
735
$31K 0.01%
696
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736
$31K 0.01%
589
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737
$31K 0.01%
814
738
$31K 0.01%
1,435
-190
739
$31K 0.01%
1,145
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740
$31K 0.01%
958
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741
$31K 0.01%
567
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742
$31K 0.01%
804
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743
$31K 0.01%
1,100
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744
$31K 0.01%
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745
$31K 0.01%
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746
$31K 0.01%
787
747
$31K 0.01%
225
748
$31K 0.01%
250
749
$31K 0.01%
100
-20
750
$31K 0.01%
74
28 29
30
31 32