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
976
$12K ﹤0.01%
271
977
$12K ﹤0.01%
60
978
$12K ﹤0.01%
424
979
$12K ﹤0.01%
89
-7
980
$12K ﹤0.01%
+139
981
$12K ﹤0.01%
224
982
$12K ﹤0.01%
+1,000
983
$12K ﹤0.01%
787
984
$11K ﹤0.01%
185
985
$11K ﹤0.01%
725
986
$11K ﹤0.01%
213
+171
987
$11K ﹤0.01%
136
988
$11K ﹤0.01%
100
989
$11K ﹤0.01%
200
990
$11K ﹤0.01%
550
991
$11K ﹤0.01%
106
992
$11K ﹤0.01%
162
993
$11K ﹤0.01%
301
994
$11K ﹤0.01%
450
995
$11K ﹤0.01%
668
-450
996
$11K ﹤0.01%
455
997
$11K ﹤0.01%
270
998
$11K ﹤0.01%
183
999
$11K ﹤0.01%
+39
1000
$11K ﹤0.01%
154
-283
38 39
40
41 42