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
851
$21K ﹤0.01%
+590
852
$21K ﹤0.01%
500
853
$21K ﹤0.01%
600
854
$21K ﹤0.01%
172
855
$21K ﹤0.01%
126
856
$21K ﹤0.01%
919
857
$20K ﹤0.01%
63
+33
858
$20K ﹤0.01%
1,150
-500
859
$20K ﹤0.01%
141
-39
860
$20K ﹤0.01%
136
861
$20K ﹤0.01%
354
-139
862
$20K ﹤0.01%
444
863
$20K ﹤0.01%
275
-500
864
$20K ﹤0.01%
799
+80
865
$20K ﹤0.01%
779
+40
866
$20K ﹤0.01%
456
867
$20K ﹤0.01%
850
868
$19K ﹤0.01%
247
869
$19K ﹤0.01%
572
870
$19K ﹤0.01%
258
871
$19K ﹤0.01%
600
872
$19K ﹤0.01%
364
+1
873
$19K ﹤0.01%
800
874
$19K ﹤0.01%
152
875
$19K ﹤0.01%
485
33 34
35
36 37