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
951
$13K ﹤0.01%
187
-643
952
$13K ﹤0.01%
365
953
$13K ﹤0.01%
63
954
$13K ﹤0.01%
+209
955
$13K ﹤0.01%
104
956
$13K ﹤0.01%
317
957
$13K ﹤0.01%
486
-300
958
$13K ﹤0.01%
202
+1
959
$13K ﹤0.01%
+33
960
$13K ﹤0.01%
+398
961
$13K ﹤0.01%
30
962
$13K ﹤0.01%
1,195
963
$13K ﹤0.01%
489
-268
964
$13K ﹤0.01%
169
-56
965
$12K ﹤0.01%
300
966
$12K ﹤0.01%
200
967
$12K ﹤0.01%
+387
968
$12K ﹤0.01%
62
969
$12K ﹤0.01%
362
+166
970
$12K ﹤0.01%
30
971
$12K ﹤0.01%
391
972
$12K ﹤0.01%
700
973
$12K ﹤0.01%
203
974
$12K ﹤0.01%
88
975
$12K ﹤0.01%
892
37 38
39
40 41