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
1001
$11K ﹤0.01%
47
+34
1002
$11K ﹤0.01%
133
1003
$11K ﹤0.01%
+265
1004
$11K ﹤0.01%
150
1005
$11K ﹤0.01%
500
1006
$10K ﹤0.01%
296
1007
$10K ﹤0.01%
60
1008
$10K ﹤0.01%
1,800
1009
$10K ﹤0.01%
242
-142
1010
$10K ﹤0.01%
203
1011
$10K ﹤0.01%
433
+3
1012
$10K ﹤0.01%
287
1013
$10K ﹤0.01%
375
1014
$10K ﹤0.01%
+206
1015
$10K ﹤0.01%
34
1016
$10K ﹤0.01%
117
1017
$10K ﹤0.01%
165
+56
1018
$10K ﹤0.01%
347
1019
$10K ﹤0.01%
305
-175
1020
$10K ﹤0.01%
+300
1021
$10K ﹤0.01%
+300
1022
$10K ﹤0.01%
210
-233
1023
$10K ﹤0.01%
210
1024
$10K ﹤0.01%
+20
1025
$10K ﹤0.01%
250
39 40
41
42 43