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
901
$17K ﹤0.01%
350
902
$17K ﹤0.01%
1,800
903
$17K ﹤0.01%
350
904
$17K ﹤0.01%
156
-9
905
$17K ﹤0.01%
360
-59
906
$17K ﹤0.01%
183
907
$17K ﹤0.01%
565
908
$17K ﹤0.01%
600
909
$17K ﹤0.01%
1,247
910
$17K ﹤0.01%
507
911
$16K ﹤0.01%
647
912
$16K ﹤0.01%
221
+18
913
$16K ﹤0.01%
318
914
$16K ﹤0.01%
200
915
$16K ﹤0.01%
44
916
$16K ﹤0.01%
336
+2
917
$16K ﹤0.01%
583
+4
918
$16K ﹤0.01%
239
-72
919
$16K ﹤0.01%
300
920
$16K ﹤0.01%
156
921
$16K ﹤0.01%
300
922
$15K ﹤0.01%
497
923
$15K ﹤0.01%
1,862
924
$15K ﹤0.01%
466
925
$15K ﹤0.01%
1,700
35 36
37
38 39