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
826
$23K ﹤0.01%
3,000
827
$23K ﹤0.01%
192
828
$23K ﹤0.01%
798
829
$23K ﹤0.01%
352
830
$23K ﹤0.01%
750
-1,382
831
$23K ﹤0.01%
597
832
$23K ﹤0.01%
193
833
$23K ﹤0.01%
349
+77
834
$23K ﹤0.01%
560
+365
835
$22K ﹤0.01%
12
836
$22K ﹤0.01%
88
837
$22K ﹤0.01%
+505
838
$22K ﹤0.01%
500
-80
839
$22K ﹤0.01%
271
840
$22K ﹤0.01%
227
-217
841
$22K ﹤0.01%
957
842
$22K ﹤0.01%
702
843
$22K ﹤0.01%
800
844
$22K ﹤0.01%
402
845
$22K ﹤0.01%
431
846
$21K ﹤0.01%
+185
847
$21K ﹤0.01%
401
848
$21K ﹤0.01%
909
-25
849
$21K ﹤0.01%
276
+2
850
$21K ﹤0.01%
88
32 33
34
35 36