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
926
$15K ﹤0.01%
37
927
$15K ﹤0.01%
422
928
$15K ﹤0.01%
1,900
929
$15K ﹤0.01%
98
-420
930
$15K ﹤0.01%
843
931
$15K ﹤0.01%
25
932
$15K ﹤0.01%
1,207
933
$15K ﹤0.01%
567
934
$15K ﹤0.01%
323
935
$15K ﹤0.01%
548
936
$14K ﹤0.01%
50
937
$14K ﹤0.01%
842
938
$14K ﹤0.01%
103
939
$14K ﹤0.01%
105
940
$14K ﹤0.01%
473
-650
941
$14K ﹤0.01%
308
942
$14K ﹤0.01%
+376
943
$14K ﹤0.01%
+558
944
$14K ﹤0.01%
620
945
$14K ﹤0.01%
176
946
$14K ﹤0.01%
1,000
-850
947
$14K ﹤0.01%
235
+3
948
$14K ﹤0.01%
154
949
$13K ﹤0.01%
75
+32
950
$13K ﹤0.01%
183
+2
36 37
38
39 40