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
801
$26K ﹤0.01%
475
802
$26K ﹤0.01%
340
803
$25K ﹤0.01%
407
804
$25K ﹤0.01%
261
-100
805
$25K ﹤0.01%
2,363
806
$25K ﹤0.01%
201
+151
807
$25K ﹤0.01%
1,513
-384
808
$25K ﹤0.01%
123
-5
809
$24K ﹤0.01%
443
+2
810
$24K ﹤0.01%
382
811
$24K ﹤0.01%
264
-97
812
$24K ﹤0.01%
445
-17
813
$24K ﹤0.01%
563
+57
814
$24K ﹤0.01%
1,000
815
$24K ﹤0.01%
218
816
$24K ﹤0.01%
400
817
$24K ﹤0.01%
396
818
$24K ﹤0.01%
145
819
$24K ﹤0.01%
599
820
$24K ﹤0.01%
500
821
$23K ﹤0.01%
322
+1
822
$23K ﹤0.01%
49
823
$23K ﹤0.01%
541
824
$23K ﹤0.01%
967
825
$23K ﹤0.01%
490
+285
31 32
33
34 35