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
751
$30K 0.01%
+1,198
752
$30K 0.01%
500
753
$30K 0.01%
422
754
$30K 0.01%
580
755
$30K 0.01%
800
756
$30K 0.01%
434
-246
757
$30K 0.01%
+1,195
758
$30K 0.01%
147
759
$30K 0.01%
514
760
$30K 0.01%
562
-50
761
$30K 0.01%
824
762
$29K ﹤0.01%
192
+97
763
$29K ﹤0.01%
358
-203
764
$29K ﹤0.01%
251
765
$29K ﹤0.01%
1,386
766
$29K ﹤0.01%
100
-50
767
$29K ﹤0.01%
257
768
$29K ﹤0.01%
80
769
$29K ﹤0.01%
114
770
$28K ﹤0.01%
+240
771
$28K ﹤0.01%
300
-450
772
$28K ﹤0.01%
472
773
$28K ﹤0.01%
547
774
$28K ﹤0.01%
920
+580
775
$28K ﹤0.01%
287
+3
29 30
31
32 33