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
876
$19K ﹤0.01%
204
877
$19K ﹤0.01%
390
878
$19K ﹤0.01%
246
879
$19K ﹤0.01%
396
+250
880
$19K ﹤0.01%
225
881
$19K ﹤0.01%
750
882
$19K ﹤0.01%
10,000
+5,000
883
$19K ﹤0.01%
428
+366
884
$18K ﹤0.01%
350
-100
885
$18K ﹤0.01%
328
+27
886
$18K ﹤0.01%
150
887
$18K ﹤0.01%
185
888
$18K ﹤0.01%
539
-65
889
$18K ﹤0.01%
369
-465
890
$18K ﹤0.01%
828
891
$18K ﹤0.01%
1,000
892
$18K ﹤0.01%
132
893
$18K ﹤0.01%
45
894
$18K ﹤0.01%
141
895
$18K ﹤0.01%
500
+300
896
$18K ﹤0.01%
391
897
$18K ﹤0.01%
219
898
$17K ﹤0.01%
178
+57
899
$17K ﹤0.01%
275
-1,125
900
$17K ﹤0.01%
112
34 35
36
37 38