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
776
$28K ﹤0.01%
3,930
777
$28K ﹤0.01%
946
+3
778
$28K ﹤0.01%
544
779
$28K ﹤0.01%
1,134
+777
780
$28K ﹤0.01%
822
+182
781
$28K ﹤0.01%
105
782
$27K ﹤0.01%
193
783
$27K ﹤0.01%
100
784
$27K ﹤0.01%
+100
785
$27K ﹤0.01%
308
786
$27K ﹤0.01%
34
787
$27K ﹤0.01%
293
-100
788
$27K ﹤0.01%
69
+20
789
$27K ﹤0.01%
466
+1
790
$27K ﹤0.01%
118
791
$27K ﹤0.01%
400
792
$27K ﹤0.01%
594
793
$27K ﹤0.01%
248
794
$26K ﹤0.01%
1,003
-786
795
$26K ﹤0.01%
693
796
$26K ﹤0.01%
1,010
797
$26K ﹤0.01%
262
798
$26K ﹤0.01%
608
799
$26K ﹤0.01%
14
-1
800
$26K ﹤0.01%
559
+3
30 31
32
33 34